---
sourceDocument: Australia IT Operations Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/it-operations-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia IT Operations Management

ft:clusterId :

    - itom

bundleId :

    - itom

workflow :

    - Technology


---

# Manually create an SRM template

# Manually create an SRM template {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Templates help you quickly create Service Reliability Management (SRM) incidents, services, or teams from existing forms.

## Vorbereitungen

Role required: srm_admin

## Prozedur

1. Navigate to WorkspacesService Operations Workspace.  
   You're taken to your SRM Home page.  
   Hinweis:  
   If you use other Service Operations Workspace (SOW) applications, you may see the SOW Home page instead of the SRM Home page. The SOW Home page includes SRM alerts and incidents in its metrics.
2. From the primary navigation, select Reliability tasks, Services, or Teams.
3. Open an incident, service, or team.
4. In the side panel, select the Templates icon ![Templates icon]() and then select Create.
5. Fill in the fields on the Create New Template form.  
   {#sr-create-template__template-fields__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the table. Keep or edit the default entry. |
   | Domain | Select the SRM domain for the template. |
   | Table | Table that this template applies to. Select Global to make the template available for use with all tables. Hinweis: The table list shows only the tables and database views in the same scope as the template. |
   | User | The individual who can configure and apply the template. By default, User is set to the template creator. |
   | Assignment group | Select a team to work on the incident by entering or searching team names. |
   | Active check box | The state of the template, which is active by default. Clear the check box to deactivate the template. |
   | Groups | Group whose members can configure and apply the template. If you define a group, no other groups can see the template unless you select the Global option. |
   | Global check box | Read-only. Select this option to let any user access and apply the template. This option isn't implemented for SRM. |
   | Short description | Add a description of the template indicating its use. |
   | Template | Populate records with predefined values by selecting Field and Update to values. When you apply the template, the selected fields are set to the predefined values. Hinweis: You can select dot-walked fields, however, their values don't transfer to fields displayed on the form. Select a field. The choices are: * Cost center * Default assignee * Description * Exclude manager * Group email * Include members * Manager * Name * Parent * Roles * Source * Type {#sr-create-template__ul_zgw_vgz_ryb} |
   [Tabelle : 1. Field mapping]

   {#sr-create-template__template-fields}
6. Select Save.  
   SRM creates the template, and it appears in the Templates panel.