Create a request template

Security Role: Request Manager

Templates enable users to quickly complete request records by automatically populating various fields with necessary information. You can create as many templates as you need while authorizing select user roles for each template. The users authorized to use a particular template will then be able to apply that template when completing a request.

You can create a request template either from the system navigator menu (Tailoring > Templates) or directly from an existing request record.

To create a template from the system navigator menu, follow these steps:

1. Click Tailoring > Templates.
2. Click New.
3. Type a name in the Template name field.
4. Select Request in the Table name field, and then click Next.
5. Click Fill for each role that you are authorizing to use this template.
6. Modify the fields as required to meet the needs of your template by clicking the field to assign a value.
7. Click Add. The roles that are authorized for this template can now use or modify this template.

To create a template from an existing request record, follow these steps:

1. Click Request Fulfillment > Search Requests, and then search for the record that you want to create a template from.

2. From the request record, click More or the More Actions icon, and then select Create Template from Record.

   Note To use this action, you must have the “Modify Template” right in the “Request” area.

3. Edit the name in the Template name field.

4. Modify the fields as required to meet the needs of your template by clicking the field to assign a value.

5. Click Add. The roles that are authorized for this template can now use or modify this template.