---
title: "Template Designer"
slug: "template-designer-1"
description: "Where Admins view and manage Templates. It displays all Out of the Box Incident Templates as well as Templates you created and customized."
updated: 2026-05-25T10:55:29Z
published: 2026-05-25T10:55:29Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.sysaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Service Record Template Designer

> [!NOTE]
> An intuitive drag and drop interface with customization capabilities and features that simplify Service Record creation and save precious time for both Admins and end users alike.
> 
> Sections, Fields, and submission requirements can be added to any Template, with customizable layout to suit defined needs and goals.
> 
> 
> 
> Requirements
> 
> Admins with the “Create/Modify Incident Template” Permission

## Inside the Template Designer

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/template designer(1).jpg)

The Template Designer includes the following panels:

- [Available Fields Panel](https://portal.document360.io/spaces/docs/templates#available-fields-panel)
- [Form Designer](https://portal.document360.io/v2/docs/templates#form-designer)
- [Field Properties Panel](https://portal.document360.io/v2/docs/templates#field-properties-panel)

### Available Fields Panel

The Available Fields panel lists the System OOTB Fields that users can add to a Template’s Service Record Form.

[Field Types](https://documentation.sysaid.com/docs/createedit-custom-entity-column?highlight=field%20type) can be searched by name in the Available Fields panel and are indicated by unique icons:

| Field Type | Icon |
| --- | --- |
| Text Area | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=Text%20area,%20Size=24.png) |
| Text Field | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=Text%20field,%20Size=24.png) |
| Numeric | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=Number%20field,%20Size=24.png) |
| Date | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=Schedule,%20Size=24.png) |
| Date and Time | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=date%20and%20time,%20Size=24.png) |
| Single Select | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=single-select,%20Size=24.png) |
| Multi Select | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=multi-select,%20Size=24.png) |
| Link | ![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/Icon%20type=Link,%20Size=24%20(1).png) |

The Available Fields panel displays both:

- Fields that currently exist in the Template’s Form (indicated by a checkbox in the panel)
- Fields that can be added but don’t currently exist in the Form

### Form Designer

The Form Designer panel is where you can:

- Add, modify, or delete Sections
- Add, modify, or delete Fields

### Form Header

The Form Header includes five Fields:

- Title
- Priority (Required)
- Category
- Assignee
- Status (Required)

### Field Properties Panel

The Field Properties panel is where you can configure properties that are specific to each Form Field; the panel appears when you click on a Field or Section.

You can also enhance each Field by adding a “Hint” to it, to make sure every detail and objective of your Template content is clear to the end user.