About Templates

Templates are designed to speed data entry in commonly completed fields in object forms. A template contains defined content for one or more fields in an object form. When a user applies the template to an object form, the system transfers the defined content into the object form.

For example, an incident template could contain defined entries for the category and summary fields. A user creating a new incident could apply the template either before or after saving the incident. By applying the template, the user avoids having to fill in the category and summary fields manually.

Templates can be used with any type of object, but are typically used with the most frequently used objects such as incident, change, assignment, and journal. Several templates for these objects are included in this HEAT release.

An object can have any number of templates associated with it. For example, the incident object could have dozens of available templates, each for a different, commonly encountered issue.

All users have the permissions necessary to use templates when creating records. Additionally, depending on your role and permissions, you may have the ability to create and edit templates. When you create a template, it can be a completely new design, or it can be based on an existing record or similar template. When you edit a template, you can add and delete fields, change content in a field, create new related records, and link existing related records.