Layton ServiceDesk - Settings - Libraries - Request Templates

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#Go to '''Administration > Libraries > Request Templates'''
 
#Go to '''Administration > Libraries > Request Templates'''
 
#Click the Add button [[File:Lsd btn plus.png|link=]].
 
#Click the Add button [[File:Lsd btn plus.png|link=]].
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If you are using Request Classes you will be presented with a pop up which allows you to choose the required Request Class. You are then presented with the Analyst Request Form. Simply fill out all of the information in the Template and click the Save icon.
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#If you are using Request Classes, a dialog will appear. Select a Request Class and click the Confirm button [[File:Lsd btn confirm 24px.png|link=]].<br /><p>[[File:Lsd req template 02.png|link=]]</p><br />
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#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''.<br /><p>[[File:Lsd req template 03.png|link=]]</p><br />
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A new template is saved with a Default Template name such as ''Template X''. To rename the Template, click the Edit Button [[File:Pencil.png|link=]] in the manage Request Templates screen. The Templates are very useful for common Requests that are logged several times daily. This will expedite the call logging process when Templates are used to pre-define the Request Type, Problem Description and Solution fields.
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#Click the Save button [[File:Lsd btn save.png|link=]].
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#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 [[File:Lsd btn edit 16px.png|link=]].
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#Enter the new name and click the Save button [[File:Lsd btn save.png|link=]]<br /><p>[[File:Lsd req template 04.png|link=]]</p><br />
 
<p align="right">[[Layton ServiceDesk™ - Settings - Libraries - Task Types|<U>Next article in this series: ''Task Types''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk - Settings - Libraries - Task Types]]</p>
 
<p align="right">[[Layton ServiceDesk™ - Settings - Libraries - Task Types|<U>Next article in this series: ''Task Types''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk - Settings - Libraries - Task Types]]</p>
 
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Latest revision as of 01:27, 13 July 2016

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Contents

[edit] 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.

Lsd req template 01.png

[edit] Procedure

  1. Go to Administration > Libraries > Request Templates
  2. Click the Add button Lsd btn plus.png.
  3. If you are using Request Classes, a dialog will appear. Select a Request Class and click the Confirm button Lsd btn confirm 24px.png.

    Lsd req template 02.png


  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.

    Lsd req template 03.png


  5. Click the Save button Lsd btn save.png.
  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 Lsd btn edit 16px.png.
  7. Enter the new name and click the Save button Lsd btn save.png

    Lsd req template 04.png


Next article in this series: Task Types Btn forward.png

Btn back up.png Back to Contents

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