Manage Service Record Templates

Template List Admins with the necessary permissions can create, manage, and use Templates that standardize their organization’s Service Record submission process, enabling faster and more efficient resolution results. 

This document explains how to use the Template Designer to design Templates for recurring use in SysAid, providing an overview and guide for how to:

• Design a Template
• Edit a Template
• Duplicate a Template
• Delete a Template

Design a Template

Template Designer

 

Customize Sections

• Add Sections
• Relocate Sections
• Rename Sections
• Define Section Properties
• Delete Sections

Add Sections to the Template Form

Add a Section

 

You can add Sections to a Template (Templates can include up to 20 Sections).  

To add a Section to the Template Form, click the [show +New Section button] above the first Form Section. 

Define Section Properties

Define Section Properties

 

You can define Section Properties in the Section Properties Panel.

To open the Section Properties panel, click on the relevant Section.

This panel includes the following Property configurations: 

• Hidden Section 

The “Hidden Section” property selects Groups that “Can still View” the Section and are essentially excluded from this configuration.

When you select this property, you can select which Groups that can still view the Section (via the multi select menu).

Relocate Sections

Relocate a Section using drag and drop

 

Added Sections are automatically added as the form’s top section and can be dragged to any other location in the Form via drag and drop.

Rename Sections

Rename a Section

 

New Sections’ Name Fields are blank by default. To name a new Section, click on its Name Field and enter your desired Name.

Delete Sections

Delete a Section

 

To delete a Section, hover over it and click [show button]. Any Fields included in a Section you delete will return to the Available Fields Panel.

If you delete a Section from the Template, it will be removed from all Service Records using that Template.

Customize Fields

• Add Fields
• Define Field Properties
• Delete Fields

Add Fields

You can add Fields to a Template by using the Available Fields panel, which includes all Fields that can be added to the Template. 

The Available Fields panel displays its first 50 Fields, and the rest will load as you scroll down. You can also use the panel’s search bar to find your desired Field.

Form Fields each fall into one of the following Field Types:

Field Types can be searched by name in the Available Fields panel and are indicated by unique icons:

Field Type	Icon
Text Area
Text Field
Numeric
Date
Date and Time
Single Select
Multi Select
Link

To add a Field from the Available Fields Panel to your Section and location of choice, hover over it and drag it to your desired location in the desired (Form) Section. Each Field can be used once per Template.

Set Default Field Values

You can set a Field to be auto populated with a default value. 

Define Field Properties

Field Properties Panel

 You can define Field Properties in the Field Properties Panel. 

To open the Field Properties Panel, click on the relevant Field.

This panel includes the following Property configurations:

• Required for Status

You can specify that a Field is required when the Service Record is set to a certain Status.

The default value for this Field is ‘all Statuses’, but can be specified on an individual basis

• Hidden Caption

The Hidden Caption property shows the input field without a field label

• Hint

Adding a Hint property to a Field that may need further explanation adds a text area field where the user will be able to insert a Hint text, shown in the Service Record as a tooltip, indicated by a [show icon] above that Field

• View Only

Form Fields are editable by default, but users can choose to set them as “View Only” to prevent specific Groups and/or Users from being able to edit them.

You can choose to exclude specific Groups from the “View Only” setting so that the specified Groups’ users can edit the Field

Delete Fields

Delete a Field

 

You can delete a Field from a Template, and it will automatically return to the Available Fields Panel. Deleted Fields with default values will be reset.

Edit a Template

Admins with Edit permissions can create and edit existing Templates and save their changes. 

If you edit a Template, the changes are

• Not applied to the OOTB Template it was created from
• Applied to Service Records using the Template (new and existing)
• Documented in the System Log

Duplicate a Template

Duplicate a Template

 

Admins with Edit permissions can duplicate (and save) existing Templates from two locations:

• Template List
• Template Designer

Delete a Template

Delete a Template

 

Admins with Delete permissions can delete existing Templates from two locations:

• Template List 
• Template Designer

Deleted Templates are:

• Not deleted from the database
• Flagged in the database as a deleted Template
• Documented as an action in the System Log