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    Template List
    • 11 Sep 2023
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    Contents

    Template List

    • Updated on 11 Sep 2023
    • 1 Minute to read
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    Article Summary

    The Template List is where Admins view and manage Templates; its interface displays all Out of the Box Incident Templates as well as Templates you created and customized. 

    The Template List is where you can:

    • Open to view and manage Templates
    • Preview Templates
    • Create Templates
    • Activate Category driven Templates

    Access the Template List


    Template List in Service Desk Settings

     


    To access the Template List, click the [settings cog icon] in the Sidebar and click on Customization > Templates & Fields > Template List.


    To open and view a Template, click on its row in the Template List Grid

    To preview a Template, click on  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 [sort icon] and click it to sort

    To duplicate a Template, click its row’s [show 3 dots] and click Duplicate

    To delete a Template, click its row’s [show 3 dots] and click Delete


    Out of the Box Templates

    Out of the Box (Default) Template

     OOTB Templates are predefined forms built by the SysAid system according to each Template Type. 

    Note
    OOTB Templates can't be deleted


    Category driven Templates

    The "Category driven Template" setting causes a Service Record’s Template to be set or updated according to its defined Category.

    When “Category driven Templates” is activated, creating a new Service Record will automatically select a default Template according to the Service Record’s assigned Category.

    To activate a Template as “Category driven”, click the Category driven Templates toggle above the Template List Grid.

    Manage Templates

    All Templates are managed in the Template List

    Template List Header

    • To activate a Template as “Category driven”, click the Category driven Templates toggle [show icon] above the Template List Grid
    • To create a Template, click [show icon] 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 [show icon] 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 [sort icon] and click it to sort
    • To duplicate a Template, click its row’s [show 3 dots] and click Duplicate
    • To delete a Template, click its row’s [show 3 dots] and click Delete
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