Incident Templates

170530
Kilo Explorer

I am creating an incident templates for password resets.   The Service Desk team I manage has about 20% or more of their calls as password resets.   I am new to the system, so don't flame me.   I need all of the fields filled in, but the affected user, location and the ones that are dictated when one of my analysts open an incident ticket.   Everytime I open a new incident fill in the affected user and location and apply template it never fills in all the fields I put in the template such as work notes, comments, close code and close notes.   Is there a specific order the fields have to be in for the template?   I have even created the ticket and then save as template with same issue.   What am I missing here?   Thanks

7 REPLIES 7

mduluk
Giga Expert

What version are you running?   We had the same issue, there is a bug in Calgary that was giving issues when non admins made templates.   Certain fields did not work.   This was fixed with the newest Calgary patch.


Dublin version. Just went live last week.




Thanks,


Ray Goins


Manager, Service Desk


Information Technology


ProMedica Health System


419.291.4524 Office


on: PRO_4_RGB_tagline


carleen
Kilo Sage
Kilo Sage

Hi Ray,


I believe the issue is related to the way you are applying the template.   When you use the Right click menu option Template > Apply Template > [TEMPLATE NAME] this uses client side code to populate the fields.   I am assuming (don't flame me either ) that the Close code and Close notes fields are hidden until the State is set to Resolved (or similar).   The template is attempting to populate these fields before it has access to them.   I do not believe that changing the order of the fields in the template will have any effect.



Instead, you can add a module to the left nav that applies the template on the server-side prior to loading the form.   This wiki article has instructions on how to do just that: Creating a Module for the Template - ServiceNow Wiki   Also, you may refer to the Create New module in the Knowledge Base application for a slight different approach using a template module.   I have provided screenshots below for both approaches.



Module in left nav (New Password Reset)


Screen Shot 2014-05-30 at 2.46.25 PM.png



Link Type - URL (as described in wiki article)


Link type - URL.png


Link Type - New Record (as used in Knowledge Base application)


Link type - New Record.png



I am not exactly sure what is preventing the work notes/comments fields from working, but if you could provide a screenshot of your template, that may help us troubleshoot further.



Carleen Greenlee


Senior Architect


efftech-logo-mark-red.png


Carleen Carter
CMA, DEV MVP
https://www.smartcarleen.com/
https://www.linkedin.com/in/carleencarter/

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Thanks,


Ray Goins


Manager, Service Desk


Information Technology


ProMedica Health System


419.291.4524 Office


on: PRO_4_RGB_tagline