Managing Incident templates

mbloch
Kilo Contributor

patch 9 jakarta

 

We use templates in incidents and call records and have for some time. Somewhere along the way we lost an easy way to manage templates. A few versions back we used to have access to a list view of templates to easily move through the templates for review and retirement. Now, we have to go through the incident form and use the template template bar and use the edit button there.  Is there another place I can go to manage these? Is there a permission or access I need to do this?

 

 

2 REPLIES 2

Deepak Kumar5
Kilo Sage

You can add ACL on Template (sys_template) table with condition that user is owner of that Template or part of group owing Template.

Then make it accessible from left nav.

Or you can create a Module with above configuration.

akashsrm100
Kilo Guru

Hi MBloch

All template list is still available under system definition on left navigation search.

If you want to see templates specific to any table you can create a module and redirect to the "sys_template" list view as filter table='incident'