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Customizing Template Visibility in Toggle Template Bar on Incident Form

Nishkarshs
Tera Contributor

‎02-20-2025 06:19 AM

Hello,

 

I need to customize the visibility of templates in the Toggle Template Bar on the Incident form. The requirement is:

• Users should only see templates associated with their groups.

• If a user belongs to multiple groups, they should see templates associated with any of those groups.

• If no templates match their groups, they should see all available templates.

 

Has anyone implemented a similar customization? Is there a way to achieve this using UI Policies, Client Scripts, or any backend configuration?

 

Any guidance or suggestions would be appreciated.

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎02-20-2025 11:01 AM

Hi @Nishkarshs 

 

You can set the groups here in the template itself and it work what you are looking for,

 

AGLearnNGrow_0-1740078088584.png

 

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