Create a template from the incident form

Create a template that define default values for forms so that users can easily create incident. You need to have appropriate permissions before creating templates.

Before you begin

Role required: itil, sn_incident_write, or admin

Procedure

1. Navigate to All > Incident > Create.
2. Select the more options icon and then select Toggle Template Bar to see the template bar.

   

3. On the template bar, select the add icon ().

   

4. On the form, fill in the fields.

   Table 1. Create New Template form

   Fields	Description
   Name	Name of the template.
   Table	Table that this template applies to. Select Global to make the template available for use with all tables. Note: The table list shows only the tables and database views that are in the same scope as the template.
   Active	Option for making the template available for use. A template must be active to be used.
   Application	Application scope of the rules. The scope defines whether the rules are available for all applications or for scoped applications.
   User	User who can configure and apply the template. If you define a user, no other users can see the template unless you select the Global option.
   Groups	Group whose members can configure and apply the template. If you define a group, no other groups can see the template unless you select the Global option.
   Global	Option for allowing any user with the itil,sn_incident_write, or admin role to view and apply this template. When you clear this option, only users or groups specified in the User and Groups fields can access the template.
   Short description	Description of the template. Note: Adding content to this field does not add that content to the Short description field of the forms that use this template.
   Template	Content that automatically populates records that are based on this template. Select a field from the specified table in the left column and then enter the data to automatically populate in the right column. Note: Even though you can select dot-walked fields in the template, they do not apply to fields that are on the form.

5. Select Submit.
   The template is created and you can find it on the template bar.