Layton ServiceDesk - Settings - Libraries - Request Templates

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Overview

Request Templates allow you to pre-define Request information that can be dropped into the Request form by using the apply templates icon when entering a Request or via the QuickAction menu. The Request Template uses the same form definition as the Analyst Request form and any information specified in the Template will populate the same fields when applied. Any blank fields in the Template will not overwrite fields in the Request.

Procedure

1. Go to Administration > Libraries > Request Templates
2. Click the Add button .
3. If you are using Request Classes, a dialog will appear. Select a Request Class and click the Confirm button .
   

   

   
   
4. The Request form for the specified Request Class will appear. Fill out the fields that should be populated when the template is applied. The only tabs that can be populated are Problem Desc and Solution Desc.
   

   

   
   
5. Click the Save button .
6. The new Template will be saved with the name New Template. This isn't descriptive, so it can be renamed. In the Edit column for the new Template, click the Edit button .
7. Enter the new name and click the Save button
   

   

   
   

Next article in this series: Task Types

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