---
sourceDocument: Yokohama ServiceNow AI Platform user interface
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/platform-user-interface

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Updating records using templated information

# Updating records using templated information {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Select one of the templates to add standard information to open records to save
yourself some work.

## Before you begin

Role required: workspace_user

## About this task

Templates set field values in the open record to the values specified in the
template. For example, the major incident template might set the
Impact field in the open record to 1 - High, and the Urgency field to 1 - High. Templates reduce the work you have to do and make actions
taken more consistent.

## Procedure

1. In Workspace, open an existing record.
2. In the Contextual side panel, click the template icon (![Template icon in the contextual sidebar]()).  
   The available templates appear.

3. From the list of templates, select a template to apply to the open record.  
   Field values included in the template automatically populate the record in
   the Details tab of the form pane. Workspace provides
   a pop up of the updated fields.

4. **Optional:** To undo the changes that were made in the open record when you selected the template, navigate away from the form without saving.
5. Fill in the remaining fields in the Details tab of the Form pane.
6. Click Save to save your progress or Resolve to mark the issue as resolved.

## What to do next

[Communicate your progress
or the solution](https://servicenow-prod.fluidtopics.net/B0s3sX134egQMJpXznAh2g "You use Compose to communicate with requesters and to enter comments about the work that you do on issues that only fellow agents can read.") with the requester.