---
sourceDocument: Xanadu ServiceNow AI Platform Administration
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/platform-administration

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu ServiceNow AI Platform Administration

ft:clusterId :

    - platadm

bundleId :

    - platadm

workflow :

    - Platform


---

# Form templates

# Form templates {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Templates simplify the process of submitting new records by populating fields automatically.

To use a template, populate the most-used fields for a specific table, save
it as a template, and then make the template accessible to your users. Users can manually
apply a template when creating records, or an administrator can define scripts to apply
templates automatically.

Create templates for the forms that you use frequently, such as
incident, problem, and change. There is no limit to the number of templates that you can
create or access, but having many templates for each form makes the templates more complex
to manage.

You can create table-level access controls to restrict template
creation. When applied, a user creating a new record from a template must satisfy the
save_as_template access control for every field modified by the template.

## Automatically applied templates

You can make a template that automatically applies to new, user-created records on a specific
table. To create this kind of template, set the template name to match the name of the table to
which the template applies.

For example, imagine you want to apply a template automatically when a user creates a record
on the Windows Server \[cmdb_ci_win_server\] table. Set the Name field to
cmdb_ci_win_server and the Table field to
Windows Server \[cmdb_ci_win_server\] on the Template form.

Automatic templates are always global. They do not honor the User and
Groups fields on the Template form. Automatic templates do not apply to
records created by the system, such as those records generated by business rules, UI actions, or
workflows.
* **[Create a template using the Template form](https://servicenow-prod.fluidtopics.net/R1_A6UDhw4K9hZo67UFveA)**   
  Create a template record for any table to populate certain fields automatically.
* **[Create templates for related task records](https://servicenow-prod.fluidtopics.net/lcR0pnTpJbu1_64LFF0bkQ)**   
  Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.
* **[Create a template by saving a form](https://servicenow-prod.fluidtopics.net/gxTRL5VR2I3uOLV9LuYABg)**   
  Save a populated form as a template.
* **[Create records based on a template](https://servicenow-prod.fluidtopics.net/6GsIVluJ_U~G8wUeBQHgZg)**   
  You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.
* **[Create a module for a template](https://servicenow-prod.fluidtopics.net/6J~YbXE_Ik1ct8gg5GuQtg)**   
  You can create a module to open a form with pre-populated template data.
* **[Template bar](https://servicenow-prod.fluidtopics.net/WrgxrzlmlxurQZ4tKh_yPg)**   
  Use the template bar to apply, edit, and create templates.
* **[Toggle the template bar](https://servicenow-prod.fluidtopics.net/Z20zMntRChz1DDWdaTgPLA)**   
  The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.
* **[Scripted templates](https://servicenow-prod.fluidtopics.net/B5WqAesr_VhfLeIHbeS82Q)**   
  You can apply an active template to a record using JavaScript.

**Related tasks**   

* [Hide the template bar for a table](https://servicenow-prod.fluidtopics.net/3i_3R1vv4u7RDQZYcCG62Q#disable-tenplate-bar "Administrators can hide the template bar for a table by creating a system property.")