Feature: Abiliry to assign Ticket Templates to Recurring Tickets

admin/database_updates/2.5.4.php

@@ -0,0 +1,16 @@
+<?php
+
+/*
+ * ITFlow - Database update to version 2.5.4 (from 2.5.3)
+ * Included by admin/database_updates.php - do not access directly
+ */
+
+defined('FROM_DB_UPDATER') || die("Direct file access is not allowed");
+
+    // Recurring tickets can now carry a ticket template. The template's subject
+    // and details are copied into the recurring ticket when it is picked, so the
+    // link exists for one reason only: to stamp the template's task list onto
+    // every ticket the schedule raises. 0 means no template, matching the other
+    // optional relations on this table.
+    mysqli_query($mysqli, "ALTER TABLE `recurring_tickets`
+        ADD COLUMN `recurring_ticket_ticket_template_id` int(11) NOT NULL DEFAULT 0 AFTER `recurring_ticket_asset_id`");

agent/modals/recurring_ticket/recurring_ticket_add.php

@@ -84,18 +84,59 @@ ob_start();
 
                 <?php } ?>
 
+                <div class="form-group">
+                    <label>Template</label>
+                    <div class="input-group">
+                        <div class="input-group-prepend">
+                            <span class="input-group-text"><i class="fa fa-fw fa-cube"></i></span>
+                        </div>
+                        <select class="form-control select2" id="ticket_template_select" name="ticket_template_id">
+                            <option value="0">- No Template -</option>
+                            <?php
+                            $sql_ticket_templates = mysqli_query($mysqli, "
+                                    SELECT tt.ticket_template_id,
+                                           tt.ticket_template_name,
+                                           tt.ticket_template_subject,
+                                           tt.ticket_template_details,
+                                           COUNT(ttt.task_template_id) as task_count
+                                    FROM ticket_templates tt
+                                    LEFT JOIN task_templates ttt
+                                        ON tt.ticket_template_id = ttt.task_template_ticket_template_id
+                                    WHERE tt.ticket_template_archived_at IS NULL
+                                    GROUP BY tt.ticket_template_id
+                                    ORDER BY tt.ticket_template_name ASC
+                                ");
+
+                            while ($row = mysqli_fetch_assoc($sql_ticket_templates)) {
+                                $ticket_template_id_select = intval($row['ticket_template_id']);
+                                $ticket_template_name_select = escapeHtml($row['ticket_template_name']);
+                                $ticket_template_subject_select = escapeHtml($row['ticket_template_subject']);
+                                $ticket_template_details_select = escapeHtml($row['ticket_template_details']);
+                                $task_count = intval($row['task_count']);
+                                ?>
+                                <option value="<?= $ticket_template_id_select ?>"
+                                        data-subject="<?= $ticket_template_subject_select ?>"
+                                        data-details="<?= $ticket_template_details_select ?>">
+                                    <?= $ticket_template_name_select ?> (<?= $task_count ?> tasks)
+                                </option>
+                            <?php } ?>
+                        </select>
+                    </div>
+                    <small class="form-text text-muted">The template's tasks are added to every ticket this schedule raises.</small>
+                </div>
+
                 <div class="form-group">
                     <label>Subject <strong class="text-danger">*</strong></label>
                     <div class="input-group">
                         <div class="input-group-prepend">
                             <span class="input-group-text"><i class="fa fa-fw fa-tag"></i></span>
                         </div>
-                        <input type="text" class="form-control" name="subject" placeholder="Subject" maxlength="500" required>
+                        <input type="text" class="form-control" id="subjectInput" name="subject" placeholder="Subject" maxlength="500" required>
                     </div>
                 </div>
 
                 <div class="form-group">
-                    <textarea class="form-control tinymceTicket" name="details"></textarea>
+                    <textarea class="form-control tinymceTicket" id="detailsInput" name="details"></textarea>
                 </div>
 
                 <div class="row">
@@ -343,6 +384,35 @@ ob_start();
     </div>
 </form>
 
+<!-- Ticket Templates -->
+<script>
+$(document).on('change', '#ticket_template_select', function () {
+    const $opt = $(this).find(':selected');
+
+    // Selecting "- No Template -" only unlinks the template - it must not wipe
+    // whatever subject/details the user has already written
+    if (!parseInt($opt.val(), 10)) {
+        return;
+    }
+
+    const templateSubject = $opt.data('subject') || '';
+    const templateDetails = $opt.data('details') || '';
+
+    $('#subjectInput').val(templateSubject);
+
+    if (window.tinymce) {
+        const editor = tinymce.get('detailsInput');
+        if (editor) {
+            editor.setContent(templateDetails);
+        } else {
+            $('#detailsInput').val(templateDetails);
+        }
+    } else {
+        $('#detailsInput').val(templateDetails);
+    }
+});
+</script>
+
 <!-- Recurring Ticket Client/Contact JS -->
 <link rel="stylesheet" href="/libs/jquery-ui/jquery-ui.min.css">
 <script src="/libs/jquery-ui/jquery-ui.min.js"></script>

agent/modals/recurring_ticket/recurring_ticket_edit.php

@@ -20,6 +20,7 @@ $recurring_ticket_contact_id = intval($row['recurring_ticket_contact_id']);
 $recurring_ticket_asset_id = intval($row['recurring_ticket_asset_id']);
 $recurring_ticket_category = intval($row['recurring_ticket_category']);
 $recurring_ticket_billable = intval($row['recurring_ticket_billable']);
+$recurring_ticket_ticket_template_id = intval($row['recurring_ticket_ticket_template_id']);
 
 // Additional Assets Selected
 $additional_assets_array = array();
@@ -69,18 +70,60 @@ ob_start();
 
             <div class="tab-pane fade show active" id="pills-edit-details">
 
+                <div class="form-group">
+                    <label>Template</label>
+                    <div class="input-group">
+                        <div class="input-group-prepend">
+                            <span class="input-group-text"><i class="fa fa-fw fa-cube"></i></span>
+                        </div>
+                        <select class="form-control select2" id="ticket_template_select" name="ticket_template_id">
+                            <option value="0">- No Template -</option>
+                            <?php
+                            $sql_ticket_templates = mysqli_query($mysqli, "
+                                    SELECT tt.ticket_template_id,
+                                           tt.ticket_template_name,
+                                           tt.ticket_template_subject,
+                                           tt.ticket_template_details,
+                                           COUNT(ttt.task_template_id) as task_count
+                                    FROM ticket_templates tt
+                                    LEFT JOIN task_templates ttt
+                                        ON tt.ticket_template_id = ttt.task_template_ticket_template_id
+                                    WHERE (tt.ticket_template_archived_at IS NULL OR tt.ticket_template_id = $recurring_ticket_ticket_template_id)
+                                    GROUP BY tt.ticket_template_id
+                                    ORDER BY tt.ticket_template_name ASC
+                                ");
+
+                            while ($row = mysqli_fetch_assoc($sql_ticket_templates)) {
+                                $ticket_template_id_select = intval($row['ticket_template_id']);
+                                $ticket_template_name_select = escapeHtml($row['ticket_template_name']);
+                                $ticket_template_subject_select = escapeHtml($row['ticket_template_subject']);
+                                $ticket_template_details_select = escapeHtml($row['ticket_template_details']);
+                                $task_count = intval($row['task_count']);
+                                ?>
+                                <option value="<?= $ticket_template_id_select ?>"
+                                        data-subject="<?= $ticket_template_subject_select ?>"
+                                        data-details="<?= $ticket_template_details_select ?>"
+                                        <?php if ($recurring_ticket_ticket_template_id == $ticket_template_id_select) { echo "selected"; } ?>>
+                                    <?= $ticket_template_name_select ?> (<?= $task_count ?> tasks)
+                                </option>
+                            <?php } ?>
+                        </select>
+                    </div>
+                    <small class="form-text text-muted">The template's tasks are added to every ticket this schedule raises. Changing it rewrites the subject and details below.</small>
+                </div>
+
                 <div class="form-group">
                     <label>Subject <strong class="text-danger">*</strong></label>
                     <div class="input-group">
                         <div class="input-group-prepend">
                             <span class="input-group-text"><i class="fa fa-fw fa-tag"></i></span>
                         </div>
-                        <input type="text" class="form-control" name="subject" placeholder="Subject" maxlength="500" value="<?= $recurring_ticket_subject ?>" required >
+                        <input type="text" class="form-control" id="subjectInput" name="subject" placeholder="Subject" maxlength="500" value="<?= $recurring_ticket_subject ?>" required >
                     </div>
                 </div>
 
                 <div class="form-group">
-                    <textarea class="form-control tinymce" name="details"><?= $recurring_ticket_details ?></textarea>
+                    <textarea class="form-control tinymce" id="detailsInput" name="details"><?= $recurring_ticket_details ?></textarea>
                 </div>
 
                 <div class="row">
@@ -306,6 +349,35 @@ ob_start();
     </div>
 </form>
 
+<!-- Ticket Templates -->
+<script>
+$(document).on('change', '#ticket_template_select', function () {
+    const $opt = $(this).find(':selected');
+
+    // Selecting "- No Template -" only unlinks the template - it must not wipe
+    // whatever subject/details the user has already written
+    if (!parseInt($opt.val(), 10)) {
+        return;
+    }
+
+    const templateSubject = $opt.data('subject') || '';
+    const templateDetails = $opt.data('details') || '';
+
+    $('#subjectInput').val(templateSubject);
+
+    if (window.tinymce) {
+        const editor = tinymce.get('detailsInput');
+        if (editor) {
+            editor.setContent(templateDetails);
+        } else {
+            $('#detailsInput').val(templateDetails);
+        }
+    } else {
+        $('#detailsInput').val(templateDetails);
+    }
+});
+</script>
+
 <?php
 
 require_once '../../../includes/modal_footer.php';

agent/post/recurring_ticket.php

@@ -20,7 +20,7 @@ if (isset($_POST['add_recurring_ticket'])) {
 
     $start_date = escapeSql($_POST['start_date']);
 
-    mysqli_query($mysqli, "INSERT INTO recurring_tickets SET recurring_ticket_subject = '$subject', recurring_ticket_details = '$details', recurring_ticket_priority = '$priority', recurring_ticket_frequency = '$frequency', recurring_ticket_billable = $billable, recurring_ticket_start_date = '$start_date', recurring_ticket_next_run = '$start_date', recurring_ticket_assigned_to = $assigned_to, recurring_ticket_created_by = $session_user_id, recurring_ticket_client_id = $client_id, recurring_ticket_contact_id = $contact_id, recurring_ticket_asset_id = $asset_id, recurring_ticket_category = $category_id");
+    mysqli_query($mysqli, "INSERT INTO recurring_tickets SET recurring_ticket_subject = '$subject', recurring_ticket_details = '$details', recurring_ticket_priority = '$priority', recurring_ticket_frequency = '$frequency', recurring_ticket_billable = $billable, recurring_ticket_start_date = '$start_date', recurring_ticket_next_run = '$start_date', recurring_ticket_assigned_to = $assigned_to, recurring_ticket_created_by = $session_user_id, recurring_ticket_client_id = $client_id, recurring_ticket_contact_id = $contact_id, recurring_ticket_asset_id = $asset_id, recurring_ticket_category = $category_id, recurring_ticket_ticket_template_id = $ticket_template_id");
 
     $recurring_ticket_id = mysqli_insert_id($mysqli);
 
@@ -55,7 +55,7 @@ if (isset($_POST['edit_recurring_ticket'])) {
 
     enforceClientAccess();
 
-    mysqli_query($mysqli, "UPDATE recurring_tickets SET recurring_ticket_subject = '$subject', recurring_ticket_details = '$details', recurring_ticket_priority = '$priority', recurring_ticket_frequency = '$frequency', recurring_ticket_billable = $billable, recurring_ticket_next_run = '$next_run_date', recurring_ticket_assigned_to = $assigned_to, recurring_ticket_asset_id = $asset_id, recurring_ticket_contact_id = $contact_id, recurring_ticket_category = $category_id WHERE recurring_ticket_id = $recurring_ticket_id");
+    mysqli_query($mysqli, "UPDATE recurring_tickets SET recurring_ticket_subject = '$subject', recurring_ticket_details = '$details', recurring_ticket_priority = '$priority', recurring_ticket_frequency = '$frequency', recurring_ticket_billable = $billable, recurring_ticket_next_run = '$next_run_date', recurring_ticket_assigned_to = $assigned_to, recurring_ticket_asset_id = $asset_id, recurring_ticket_contact_id = $contact_id, recurring_ticket_category = $category_id, recurring_ticket_ticket_template_id = $ticket_template_id WHERE recurring_ticket_id = $recurring_ticket_id");
 
     // Add Additional Assets
     if (isset($_POST['additional_assets'])) {
@@ -102,6 +102,7 @@ if (isset($_POST['bulk_force_recurring_tickets'])) {
                 $client_id = intval($row['recurring_ticket_client_id']);
                 $asset_id = intval($row['recurring_ticket_asset_id']);
                 $category = intval($row['recurring_ticket_category']);
+                $ticket_template_id = intval($row['recurring_ticket_ticket_template_id']);
                 $url_key = randomString(32);
 
                 enforceClientAccess();
@@ -139,6 +140,9 @@ if (isset($_POST['bulk_force_recurring_tickets'])) {
                 FROM recurring_ticket_assets
                 WHERE recurring_ticket_id = $recurring_ticket_id");
 
+                // Copy Tasks from the linked ticket template, if one is set
+                addTasksFromTicketTemplate($id, $ticket_template_id);
+
                 // Notifications
 
                 triggerCustomAction('ticket_create', $id);
@@ -243,6 +247,7 @@ if (isset($_GET['force_recurring_ticket'])) {
         $client_id = intval($row['recurring_ticket_client_id']);
         $asset_id = intval($row['recurring_ticket_asset_id']);
         $category = intval($row['recurring_ticket_category']);
+        $ticket_template_id = intval($row['recurring_ticket_ticket_template_id']);
         $url_key = randomString(32);
 
         enforceClientAccess();
@@ -280,6 +285,9 @@ if (isset($_GET['force_recurring_ticket'])) {
         FROM recurring_ticket_assets
         WHERE recurring_ticket_id = $recurring_ticket_id");
 
+        // Copy Tasks from the linked ticket template, if one is set
+        addTasksFromTicketTemplate($id, $ticket_template_id);
+
         // Notifications
 
         triggerCustomAction('ticket_create', $id);

agent/post/recurring_ticket_model.php

@@ -10,3 +10,4 @@ $asset_id = intval($_POST['asset_id'] ?? 0);
 $contact_id = intval($_POST['contact_id'] ?? 0);
 $assigned_to = intval($_POST['assigned_to'] ?? 0);
 $category_id = intval($_POST['category_id'] ?? 0);
+$ticket_template_id = intval($_POST['ticket_template_id'] ?? 0);

agent/post/ticket.php

@@ -80,20 +80,7 @@ if (isset($_POST['add_ticket'])) {
     applyTicketSla($ticket_id);
 
     // Add Tasks from Template if Template was selected
-    if($ticket_template_id) {
+    addTasksFromTicketTemplate($ticket_id, $ticket_template_id);
-        // Get Associated Tasks from the ticket template
-        $sql_task_templates = mysqli_query($mysqli, "SELECT * FROM task_templates WHERE task_template_ticket_template_id = $ticket_template_id");
-
-        if (mysqli_num_rows($sql_task_templates) > 0) {
-            while ($row = mysqli_fetch_assoc($sql_task_templates)) {
-                $task_order = intval($row['task_template_order']);
-                $task_name = escapeSql($row['task_template_name']);
-                $task_completion_estimate = intval($row['task_template_completion_estimate']);
-
-                mysqli_query($mysqli,"INSERT INTO tasks SET task_name = '$task_name', task_order = $task_order, task_completion_estimate = $task_completion_estimate, task_ticket_id = $ticket_id");
-            }
-        }
-    }
 
     // Add Watchers
     if (isset($_POST['watchers'])) {
@@ -1705,10 +1692,6 @@ if (isset($_POST['bulk_add_asset_ticket'])) {
             $subject = escapeSql($row['ticket_template_subject']);
         }
         $details = mysqli_escape_string($mysqli, $row['ticket_template_details']);
-
-        // Get Associated Tasks from the ticket template
-        $sql_task_templates = mysqli_query($mysqli, "SELECT * FROM task_templates WHERE task_template_ticket_template_id = $ticket_template_id");
-
     }
 
     // Create ticket for each selected asset
@@ -1770,16 +1753,7 @@ if (isset($_POST['bulk_add_asset_ticket'])) {
             }
 
             // Add Tasks from Template if Template was selected
-            if($ticket_template_id) {
+            addTasksFromTicketTemplate($ticket_id, $ticket_template_id);
-                if (mysqli_num_rows($sql_task_templates) > 0) {
-                    while ($row = mysqli_fetch_assoc($sql_task_templates)) {
-                        $task_order = intval($row['task_template_order']);
-                        $task_name = escapeSql($row['task_template_name']);
-
-                        mysqli_query($mysqli,"INSERT INTO tasks SET task_name = '$task_name', task_order = $task_order, task_ticket_id = $ticket_id");
-                    }
-                }
-            }
 
             // Custom action/notif handler
             triggerCustomAction('ticket_create', $ticket_id);

cron/cron.php

@@ -317,6 +317,7 @@ if (mysqli_num_rows($sql_recurring_tickets) > 0) {
         $contact_id = intval($row['recurring_ticket_contact_id']);
         $asset_id = intval($row['recurring_ticket_asset_id']);
         $category = intval($row['recurring_ticket_category']);
+        $ticket_template_id = intval($row['recurring_ticket_ticket_template_id']);
 
         $ticket_status = 1; // Default
         if ($assigned_id > 0) {
@@ -351,6 +352,9 @@ if (mysqli_num_rows($sql_recurring_tickets) > 0) {
         FROM recurring_ticket_assets
         WHERE recurring_ticket_id = $recurring_ticket_id");
 
+        // Copy Tasks from the linked ticket template, if one is set
+        addTasksFromTicketTemplate($id, $ticket_template_id);
+
         // Logging
         logAudit("Ticket", "Create", "Cron created recurring scheduled $frequency ticket - $subject", $client_id, $id);
 

db.sql

@@ -1937,6 +1937,7 @@ CREATE TABLE `recurring_tickets` (
   `recurring_ticket_client_id` int(11) NOT NULL DEFAULT 0,
   `recurring_ticket_contact_id` int(11) NOT NULL DEFAULT 0,
   `recurring_ticket_asset_id` int(11) NOT NULL DEFAULT 0,
+  `recurring_ticket_ticket_template_id` int(11) NOT NULL DEFAULT 0,
   PRIMARY KEY (`recurring_ticket_id`)
 ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci;
 /*!40101 SET character_set_client = @saved_cs_client */;
@@ -3066,4 +3067,4 @@ CREATE TABLE `vendors` (
 /*!40101 SET COLLATION_CONNECTION=@OLD_COLLATION_CONNECTION */;
 /*!40111 SET SQL_NOTES=@OLD_SQL_NOTES */;
 
--- Dump completed on 2026-07-29 14:15:02
+-- Dump completed on 2026-07-29 15:54:34

functions/app.php

@@ -71,6 +71,48 @@ function getTicketStatusName($ticket_status) {
 
 }
 
+/**
+ * Copies a ticket template's tasks onto a ticket.
+ *
+ * Called anywhere a ticket is raised from a template - the ticket add modals,
+ * the bulk asset add, and every recurring ticket run (cron, force, bulk force).
+ * Tasks are a snapshot: editing the template later does not touch tickets that
+ * have already been raised from it.
+ *
+ * @param int $ticket_id          The ticket to attach the tasks to.
+ * @param int $ticket_template_id The template to copy tasks from. 0 = no-op.
+ *
+ * @return int The number of tasks created.
+ */
+function addTasksFromTicketTemplate($ticket_id, $ticket_template_id) {
+
+    global $mysqli;
+
+    $ticket_id = intval($ticket_id);
+    $ticket_template_id = intval($ticket_template_id);
+
+    if (!$ticket_id || !$ticket_template_id) {
+        return 0;
+    }
+
+    $sql_task_templates = mysqli_query($mysqli, "SELECT * FROM task_templates WHERE task_template_ticket_template_id = $ticket_template_id ORDER BY task_template_order ASC");
+
+    $tasks_added = 0;
+
+    while ($row = mysqli_fetch_assoc($sql_task_templates)) {
+        $task_order = intval($row['task_template_order']);
+        $task_name = escapeSql($row['task_template_name']);
+        $task_completion_estimate = intval($row['task_template_completion_estimate']);
+
+        mysqli_query($mysqli, "INSERT INTO tasks SET task_name = '$task_name', task_order = $task_order, task_completion_estimate = $task_completion_estimate, task_ticket_id = $ticket_id");
+
+        $tasks_added++;
+    }
+
+    return $tasks_added;
+
+}
+
 /**
  * Retrieves a specified field's value from a table based on the record's id.
  * It validates the table and field names, automatically determines the primary key (or uses the first column as fallback),