Incidents › Create an Incident Template › Create a Template from a New Incident

Create a Template from a New Incident

You can use a new incident ticket to create a template to be used when creating future incident tickets.

Note: See Create an Incident for details about creating new incident tickets.

To create an incident template from a new incident

1. On the Service Desk tab, select File, New Incident on the menu bar.

   The Create New Incident page appears.

2. Complete the fields as appropriate for the template.

   See Incident Fields for field definitions.

3. Select the Template tab.
4. 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.

5. Click Save.