Identify if an incident was created from a tempalte

[Brian Lancaster]

Is there a way to OOB tell if an incident was created by a template?

[Seth_I_D_]

Two Questions for you @sachin.namjoshi, I know I'm 3 years late but hopefully you're still active.

Question 1:
We are wanting to use this with a template we use to regularly communicate using the the Customer Communications feature. Wanting to ensure this would work for that, and once this is built out I am assuming we would then be able to report on and filter with the Template IDs as a new option in the Incident table. Is this correct?

Question 2:
I checked the site you linked but it seems a bit out of date. Which makes me wonder if this still all holds true with the newest SN ROME release? Do you have any current information regarding this that we can pass to our team to help create this custom field and/or details on using it?

I know @Brian Lancaster said the easier solution would likely be a hidden true/false field and having template owner manipulate that but that seems to have a lot of issues with ensuring the author does this, and not the consistency of using the template ID and business rule driven solution.

[Brian Lancaster]

We are talking about two different things here. I was talking about the templates in toggle template bar. You are talking abound communication templates which from what I have seen is a different beast and may have way more functionality. I have not used communication templates so I do not know for sure. I would suggest posting your own question.

[Seth_I_D_]

Thank you @Brian Lancaster you are a rock star! I've posted my question, which I linked below, I ended up going to the developer forum, but any other words of advice feel free to share good sir!

Tracking Template Usage in the Incident Table with Template IDs

[Munender Singh]

Hi,

No we don't have OOB feature to know if a record was create dby template or not.

But,we can create certain customizations to recors if the it was done using temlate or not:

for eg.1.pushing certain text in worknotes when the template is being applied

2.Creating  anew field to capture the template ID when the template is being applied

Regards,

Munender

[Brian Lancaster]

How would I capture the template ID?