Modify a template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Copy and modify change templates.

    Antes de Iniciar

    Role required: change_manager

    You must have a role with the following access with regard to the change model to modify or retire a change template:
    • Access to read
    • Access to modify

    Por Que e Quando Desempenhar Esta Tarefa

    Before modifying a template, you can analyze the template usage by viewing the Change Template Metrics tab. View the change template usage trend and related statistical data by selecting Closed Change count.

    You can modify only templates in the Draft state. To modify templates that are in the Proposed state, or are already published, create a copy. If you want to discontinue the existing template after creating a modified copy, use the Copy and retire option.

    Procedimento

    1. Navigate to All > Models > Change Templates.
    2. Select the template you want to modify, copy, or retire.
      OpçãoDescrição
      Modify a change template Modify the information available in the template.
      Nota:
      You can modify any field and field policy in the change template, and send for approval. After the modifications are approved, a new version of the change template is created. Change requests created from the modified change template reflects the modifications made.

      You can modify templates in the Draft state.
      Copy a template Select Copy to create a copy of a published template for retirement or modification.
      Nota:
      A template copy is created and the Previous template field displays the template from which the copy was created. The copied template is created in the Draft state, and all the fields and field policies of the original template are available.
    3. Either save the template information for later approval or send it for approval immediately.
      • To save the modifications but not send them for approval, select Save.
      • To send the template for approval, select Publish.
      Nota:
      In the Approvers tab, you can view the list of approvers who have been configured to review the modifications made to the template, and the details of proposed and reviewed modifications.