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Question

Apply Control Plan Template

  • April 27, 2026
  • 0 replies
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Hi All,

We need to add some custom fields to Control Plan Template and have those fields copied to the created Control Plans when a template is applied (either by copy or by reference).

We have already added several custom fields to QmanCtrlPlanTemplate and are using a workflow with the ControlPlanPurchasingHandling API – Update QmanControlPlanPurchs to copy these values to QmanControlPlanPurch during template application. This workflow is working fine.

However, we also need to add a custom field to QmanCtrlPlanTempLine.

When we use the ControlPlanPurchasingHandling API – Update QmanControlPlanPurchs with the nested entity ControlPlanLine to copy this custom field, the Template ID and Template Revision No are removed from the created Control Plan.

It seems this happens because, in standard behavior, any modification made to Control Plan Line causes the Template ID and Template Revision No to be cleared. Our requirement is to keep the link to the template when a Control Plan is created with reference to a template, while still copying the custom field value from QmanCtrlPlanTempLine.

Has anyone faced a similar requirement or found a way to copy custom line fields without breaking the template reference?

Any suggestions would be appreciated.

Thanks in advance.

 

Regards,

Shirley