Create a template using the Universal Task template form

Create a template for any service table to automatically populate fields on a form. Creating templates for common use cases enables agents to create universal tasks faster and ensures uniformity of field values.

Antes de Iniciar

Role required: sn_uni_task.template_admin

Por Que e Quando Desempenhar Esta Tarefa

A task template can have static and dynamic mappings. In static mappings, the values of fields are individually specified and fixed. The following procedure is for creating a static template mapping. For information on dynamic templates, see Create dynamic template mapping.

Procedimento

1. Navigate to All > Universal task > Task templates > Create new.
2. On the form, fill in the fields.
   For more information on form fields and descriptions, see Universal Task template form
3. Opcional: Select Schedule to create a scheduled job to create records based on this template.
   For detailed instructions, see Create records based on a template.
4. Click Submit.