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

Create a Template from a New Issue

You can use a new issue ticket to create a template for creating future issue tickets.

Note: See Create an Issue for details about creating issue tickets.

To create a template from a new issue

1. Select File, New Issue from the menu bar on the Service Desk tab.

   The Create New Issue page appears.

2. Complete the fields as appropriate for the template.

   See Issue Fields for field definitions.

3. Select the Template tab and 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.

4. Click Save.