Apply templates to tickets

Templates contain data that appears in common, high-volume tickets. Instead of manually entering standard information each time you create a ticket, you can apply a template, and then modify the applied information.

You can apply only one template to a ticket.  

To apply templates to tickets:

  1. In the appropriate application, display the record to which you want to apply a template.

  2. From the Select Action menu, select Apply recordname Template.
    The application displays any active templates that apply to the current record. The result set might be filtered.   

  3. Select the template that you want to apply, and then click OK. The system confirms the application of the template.

See also

Ticket templates

Types of tickets and work orders