Apply a Service Request Template

A template contains data that you can automatically insert in common, high-volume records. Instead of manually entering standard information each time, you can apply a template that contains information such as owner, service group and service, classification, and internal priority.

You can apply only one template to a record.

To apply a template to a service request:

1. In the Service Requests (SP) application, display the record to which you want to apply a template.

2. From the Select Action menu, select Apply Service Request Template.
   
   The system searches for all active templates for service requests. In certain circumstances, the result set is filtered. See the Service Request Templates topic for more information.

3. In the Ticket Templates dialog box, select the template you want to apply and click OK. The system displays a message confirming the application of a template.

4. The template can add the following information, but you can modify it. Your system administrator might configure the system so that it does not show all these fields: Priority, Owner or Owner Group, Service Group or Service, Classification, Vendor, and Organization.

See Also

Service Request Templates