Problems › Create a Problem Template › Create a Template from a New Problem

Create a Template from a New Problem

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

Note: See Create a Problem for information about creating new problem tickets.

To create a template from a new problem ticket

1. On the Service Desk tab, select File, New Problem.

   The Create New Problem page appears.

2. Complete the fields as appropriate for the template.

   See Problem 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.
6. Click Close Window.

   The new problem template is now available for use as a model for creating future problem tickets.