Template List
  • 11 Sep 2023
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Template List

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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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