Issues › Create an Issue Template › Create a Template from an Existing Issue

Create a Template from an Existing Issue

You can use an existing issue ticket to create an issue template, and then use the template as a model when creating future issue tickets.

Note: See Edit an Issue for details about editing issue tickets.

To create a template from an existing issue

1. Select Issues, Assigned or Unassigned, and priority level on the menu bar of the of the Service Desk tab.

   The Issue List appears.

   Note: Some roles can only access certain ticket types through the Search menu on the Service Desk menu bar.

2. Select the issue to use as a basis for the new template.

   The Issue Detail page appears.

3. Click Edit.

   The Update Issue page appears.

4. (Optional) Edit the issue fields as appropriate.

   See Issue Fields for field definitions.

5. Select the Template tab.
6. Complete the following fields:

   Template Name

   This name appears in the list of available templates.

   Template Class

   (Optional) You can assign a class to the template.

   Quick Template Type

   You can use quick templates to define new requests on the Quick Profile Scratchpad. Select one of the following options:

   • None
   • Quick
   • Review Before Save

   Template Active

   Specifies whether the template is active or inactive in the database.

   Description

   Describe the template settings and intended usage. This field can be used as a filter when searching for a template. Wildcard searches are supported.

7. Click Save.