Change Templates Import

Change Templates can be imported into 4me using UTF-8 or UTF-16LE encoded comma-separated values (CSV) or tab-separated values (TSV) files.

Detailed information about the data that can be specified in the columns of a Change Templates import file can be found in Change Templates API - Fields.

CSV Example

ID,Source,Source ID,Disabled,Subject,Instructions,Note,Service,Category,Type,Justification,UI Extension,Task Templates,Workflow,Recurrence - Disabled,Recurrence - Time Zone,Recurrence - Time Of Day,Recurrence - Start Date,Recurrence - End Date,Recurrence - Frequency,Recurrence - Interval,Recurrence - Day,Recurrence - Day Of Month,Recurrence - Day Of Week,Recurrence - Day Of Week Index,Recurrence - Day of Week Day,Recurrence - Month Of Year,Recurrence - iCal,Recurrence - Change Manager,Created At,Updated At
,,,0,Emergency change,Use the Note field to provide a summary of the emergency change that was implemented.,,,emergency,,correction,,"22
24","15 => 23
15 => 24","","","","","","","","","","","","","","",,2017-01-23T08:46:45-05:00,2017-11-17T10:30:31-06:00
,,,0,Weekly offsite storage of backup tapes,,These tasks need to be executed every Monday morning.,Unix Server,standard,infrastructure_change,maintenance,,"44
45",44 => 45,0,Central Time (US & Canada),09:00,2013-01-01,,weekly,1,1,"",0,,,"","DTSTART;TZID=CST:20130101T000000

download CSV

Adding Task Templates to a Change Template

Task templates can be related to a change template by specifying the ID of each task template in the Task Templates column. Separate the IDs of the task templates with a line break.

Linking Task Templates to Form a Workflow

When multiple task templates are related to a change template, these task templates can be linked together into a workflow. This is done using the Workflow column. In this column, the predecessor => successor links can be defined.

The following example shows how a workflow can be defined from four task templates. The IDs of these four task templates are 1 through 4. In this example, the workflow starts with task template #1. This first task template has two successors. These are task templates #2 and #3. Task templates #2 and #3 are the predecessors of task template #4, which is the final step of the workflow.

1 => 2
1 => 3
2 => 4
3 => 4

Each predecessor => successor link needs to be separated by a line break.