Create a template using the Universal Task template form

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a template for any service table to automatically populate fields on a form. Creating templates for common use cases enables agents to create universal tasks faster and ensures uniformity of field values.

    Vorbereitungen

    Role required: sn_uni_task.template_admin

    Warum und wann dieser Vorgang ausgeführt wird

    A task template can have static and dynamic mappings. In static mappings, the values of fields are individually specified and fixed. The following procedure is for creating a static template mapping. For information on dynamic templates, see Create dynamic template mapping.

    Prozedur

    1. Navigate to All > Universal task > Task templates > Create new.
    2. On the form, fill in the fields.
      For more information on form fields and descriptions, see Universal Task template form
    3. Wahlweise: Select Schedule to create a scheduled job to create records based on this template.
      For detailed instructions, see Create records based on a template.
    4. Click Submit.