---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Create a template from the incident form

# Create a template from the incident form {#ariaid-title1}

Release version: Australia  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a template that define default values for forms so that users can easily
create incident. You need to have appropriate permissions before creating
templates.

## Before you begin

Role required: itil, sn_incident_write, or admin

## Procedure

1. Navigate to AllIncidentCreate.
2. Select the more options icon ![More options icon]() and then select Toggle Template Bar to see the template bar.  
3. On the template bar, select the add icon (![Add icon]()).  
4. On the form, fill in the fields.  
   {#create-template-inci-form__table_j3z_w3k_wmb__entry__2}

   | Fields | Description |
   |-|-|
   | Name | Name of the template. |
   | Table | Table that this template applies to. Select Global to make the template available for use with all tables. Note: The table list shows only the tables and database views that are in the same scope as the template. |
   | Active | Option for making the template available for use. A template must be active to be used. |
   | Application | Application scope of the rules. The scope defines whether the rules are available for all applications or for scoped applications. |
   | User | User who can configure and apply the template. If you define a user, no other users can see the template unless you select the Global option. |
   | 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 | Option for allowing any user with the itil,sn_incident_write, or admin role to view and apply this template. When you clear this option, only users or groups specified in the User and Groups fields can access the template. |
   | Short description | Description of the template. Note: Adding content to this field does not add that content to the Short description field of the forms that use this template. |
   | Template | Content that automatically populates records that are based on this template. Select a field from the specified table in the left column and then enter the data to automatically populate in the right column. Note: Even though you can select dot-walked fields in the template, they do not apply to fields that are on the form. |
   [Table 1. Create New Template form]

   {#create-template-inci-form__table_j3z_w3k_wmb}
5. Select Submit.  
   The template is created and you can find it on the template bar.
{#create-template-inci-form__steps_zzd_2v1_ty}

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