Apply a template in the Incident form

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Apply a template to a new incident record if the pre-populated information in the template is applicable to the incident record. It saves your time and effort to enter values in the incident record fields individually.

    Before you begin

    You must create a template before applying the template in the incident form. For more information, see Create a template from the incident form.

    Role required: itil, sn_incident_write, or admin

    Procedure

    1. Navigate to All > Incident > Create New.
    2. Click the more options icon More options icon and then click Toggle Template Bar to see all templates in the template bar.
      Template bar in the Incident form
    3. Click a template to apply the template on the incident record.