How to domain separate the templates?

[SwapnilC]

Is there a way to separate templates by domain? I know I can limit visibility by groups, but I was wondering if it’s possible to separate them by domain as well. 

In the snippet from the agent workspace below, it shows that the user can see all the templates, which are specific to their group. I want the templates to be visible based on the record or the user’s domain. How can I achieve this?

[Chaitanya ILCR]

Hi @SwapnilC ,

Domain separation should be already enabled for the sys_template (OOB with Domain separation plugin installation)

just check if the user also have access to any other domains

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

[Dr Atul G- LNG]

Hi @SwapnilC 

Yes, if you install the domain plugin, you will be able to see the domain in the template as well.

[SwapnilC]

Hi @Dr Atul G- LNG , @Chaitanya ILCR ,

I have the primary domain as MSP shared, which contains the internal and customer domains.

The engineers use the Incident form to generate templates, and all the engineers are in the MSP domain. Meaning all of the engineers would have access to the customer domain templates. I want - if there's a way that all these customer templates can be filtered by incident domain?

[Chaitanya ILCR]

Hi @SwapnilC ,

Try with a query BR to only show templates of the users domain 

Query BR on the system template table 

Regards 

Chaitanya