---
title: "Template List"
slug: "template-list"
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: 2025-05-15T07:11:20Z
published: 2025-05-19T07:00:02Z
---

> ## 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.

# Template List

List of all Templates in one organized interface, making it even easier to create or modify Service Record Templates for quick and efficient SR creation.

> [!NOTE]
> Requirements:
> 
> Admins with the “Create/Modify Incident Template” Permission. To learn more about Admin Permissions, see [Edit Administrator](/classic/docs/edit-administrator).

All Out of the Box Templates and available customized Templates can be searched, filtered, sorted, or previewed in the Template List — all without opening the individual Templates.

The Template List is where you can:

- Open to view and manage templates
- Preview templates
- Create templates
- Activate category driven templates

## Inside the Template List

![](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/image-1704102187036.png)

The Template List can be accessed under Settings > Customization > Templates & Fields > Ticket Templates.

This leads to the Template List, where all Templates are managed; composed of:

#### Template List Header

- To activate a template as “Category driven”, click the **Category driven Templates** toggle above the Template List Grid
- To create a template, click **New Template** in the List Header
- To search a template by name, enter its name in the Header’s Search bar

#### Template List Grid

- To open and view a template, click on its row in the Template List grid
- To preview a template, click on**Preview** in its row’s “Actions” Column
- To filter a column, hover over its name and click the Filter icon and select your desired filter values and click the [filter icon]
- To sort the List Grid by a Column, hover over the 'sorting' arrow icon and click it to sort
- To duplicate a template, click its row’s 3-dot menu and click **Duplicate**
- To delete a template, click its row’s 3-dot menu and click **Delete**

### Out of the Box Templates

OOTB Templates are predefined forms (can't be deleted) built by the SysAid system according to each Template Type.

### Category driven Templates

When the **Category Driven Template** setting is enabled, a default template is automatically selected based on the service record’s [assigned category](https://documentation.sysaid.com/docs/category-form?highlight=category%20driven). This prevents manual changes to the template by default.

To enable it, click the **Category-Driven Templates** toggle above the Template List grid. To allow agents to manually change the template while maintaining the category link, check the **Allow Admins to manually change service record template** box. This lets you handle unique cases without breaking the predefined category-template relationship.