ITIL User Toggle Template

Mayur Patil2
Tera Expert

Hello Developers,

 

I have requirement for Toggle Template where if User A having itil role create template and saved it it should be able to visible to User B having same role i.e itil.

 

As far as I know I tried to to create the toggle template on incident and saved by impersonating User A but when I am impersonating to User B then same template I am not able to see.

 

This is the article that I am taking reference from "https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0683947".

 

For itil user Global and Group fields are disable in template.

 

MayurPatil2_0-1709710513271.png

 

 

Please help me to find solution for this.

 

Thanks

Mayur Patil

2 REPLIES 2

Muralidharan BS
Mega Sage
Mega Sage

Hi, 

 

When user A creates a template, user can add groups or check global option. So if user B belongs to same group then the template will be visible. 

 

But if there is any use case to share across role then, as admin you can customise the form to bring in role field. Now shared with role can be seen by other users who has same role. 

 

MuralidharanBS_0-1709711391578.png

 

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Mayur Patil2  sir

 

You need to use these fields so that template can be used by all

 

AGLearnNGrow_0-1709718831078.png

 

If any user want to edit, ,must have template editor role

AGLearnNGrow_1-1709718873474.png

 

 

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