- 11 Sep 2023
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Template List
- Updated on 11 Sep 2023
- 1 Minute to read
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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
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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

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