Problems › Create a Problem Template › Create a Template from an Existing Problem

Create a Template from an Existing Problem

You can use an existing problem ticket to create a new problem template. The template can be used as a model when creating future problem tickets.

Note: See Edit a Problem for information about editing problem tickets.

To create a problem template from an existing problem

1. Select Problems, Assigned or Unassigned, and the priority level on Scoreboard of the Service Desk tab.

   The Problem List appears.

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

2. Select the problem to edit.

   The Problem Detail page appears.

3. Click Edit.

   The Update Problem page appears.

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

   See Problem 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.