Customizing Template Visibility in Toggle Template Bar on Incident Form

[Nishkarshs]

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.

[Dr Atul G- LNG]

Hi @Nishkarshs 

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