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Automating Sub Tasks using templates

Rus Yates-Aylott
Contributor
January 11, 2024

Hi all,
It's easy enough to create a sub-task of a case using automation and the parent ticket is updated.

However, is there any way to ensure a specific sub task type always uses a pre-defined template?

Thanks

1 answer

0 votes
Rus Yates-Aylott
Contributor
January 11, 2024

I will elucidate.
My automation creates a sub-task of the Parent ticket.
However, I want this to take the format of a Post Incident Review.
I can use a template for this but can I ensure the template is applied every time this type of sub-task is created?

As a secondary question, why is it that I cannot link a PIR Request type to a Parent case via automation? Is that because the PIR Request type is global and exists at system level?

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