Managing Incident templates
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09-12-2018 07:59 AM
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?
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Incident Management

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09-12-2018 08:09 AM
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.
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09-12-2018 08:14 AM
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'