Apply a template in the Incident form

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

    • Apply a template to a new incident record if the pre-populated information in the template is applicable to the incident record. It saves your time and effort to enter values in the incident record fields individually.

    Vorbereitungen

    You must create a template before applying the template in the incident form. For more information, see Create a template from the incident form.

    Role required: itil, sn_incident_write, or admin

    Prozedur

    1. Navigate to All > Incident > Create New.
      Hinweis:
      If the UI16 module link redirection feature is enabled in Service Operations Workspace (SOW) and the UI16 module supports the redirect configuration, navigating through UI16 paths automatically redirects you to the equivalent list or record pages in SOW instead of displaying the UI16 forms or lists. For more information, see Redirect UI16 module links to Service Operations Workspace.
    2. Click the more options icon More options icon and then click Toggle Template Bar to see all templates in the template bar.
      Template bar in the Incident form
    3. Click a template to apply the template on the incident record.