Creating a Quick Action Template
A powerful use for a involves creating a —a record with several fields already completed by default. An example of such a template is the Desktop Application Failure template, used to create incident records when such failures are reported. You can create such a template as part of a form quick action.
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Within the Incident workspace, from the quick actions menu, select Edit Actions. The appears. |
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From the Create New Actions tab, click Template. The Template Preview page appears. |
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3.
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Enter information as needed in the following fields: |
Create a Quick Action Template
| Set Action Name |
Enter Desktop Application Failure. |
| Enter action description |
Enter template example. |
| Assign a category |
Select Templates from the drop-down menu. This category field merely groups the templates in different categories. It is not related to the service category. |
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From the Field Name drop-down list, select Service, then from the Field Value drop-down list, select Desktop Service. |
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Click Add  to add a row. |
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From the Field Name drop-down list, select Category, then from the Field Value drop-down list, select Application Error. |
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Ensure that the Service field is above the Category field so that the list of items in the Category menu is constrained by the service. If you select category before you select a service, the list of items in the Category menu is not constrained to the selected service. Users get validation errors when they use this template. By selecting service first, you see only the categories that are associated with the selected service.
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7.
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From the Actions Settings tab, set the following: |
| Publish to: |
Click the drop-down menu and select the roles that need access to this template (such as administrator, Service Desk Analyst, and Service Desk Manager). |
| Hide from UI |
Leave this option deselected to make this template available to HEAT user roles you have published to. |
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8.
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Click Save. The quick action now appears on the list of actions. |
Quick Action List
