Apply a request template

Security Roles: Requestor

Templates enable you to quickly complete a request record by automatically populating fields with the applicable information. You can apply a template when completing a request if you are authorized to use that particular template.

Note Make sure that the “Supports Templates” option is enabled in the request object.

To apply a template to a request, follow these steps:

  1. Click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.
  2. Open the request record to which you want to apply a template.
  3. Click Apply Template. The Select Request Template wizard opens.

    Note The Apply Template action is available in all request phases except "Closure". To run this action, you must have the “Update” or "New" right in the “Request” area. However, if you just have the “New” right, you can only run this action when in the “Logging” phase.

  4. Click the template that you want to apply to the selected request. You are returned to the selected request record and the fields are automatically filled in with the values set in the template.

    Tip Users authorized to use this template can also modify the template to meet their needs.

  5. Modify other fields, as needed.
  6. Click Save & Exit.

Related topics

Request Fulfillment workflows and user tasks

Example: Search for a record

Related topics

Create a new request record

Create a request template