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9. How to create ticket templates
Summary
This is a step by step on how to make a ticket template in TeamDynamix
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Creating a Template
From the Desktop, select on the
Tickets
tab or select it from the
Application Menu
in the upper left-hand corner.
From the Tickets tab, select the gear icon in the upper right-hand corner to open the menu, then select
New Ticket Template
.
The New Ticket Template window will pop-up. From here, you can enter the information you would like pre-populated in your template.
Template Considerations:
Make sure to include a prefix for your group in the Template Name field.
Select the proper Template Visibility:
Selecting
Just Me
will make your template will only be available to you.
Selecting
Only These Groups
will allow you to share your template with team members. After selecting this option, you will need to indicate which groups should be able to access this template.
Fields with a red asterisk are required and required a selection or entry to save the template.
Please consult the terminology crosswalk at the bottom of this document to know what each field is asking for.
Once you have finished completing the necessary fields, click the
Save
button to save your template.
Using a Template
When creating, select the template from the
Template
dropdown list to apply it to the ticket
Note:
Only templates that are visible to you and use the same classification as the ticket you are modifying will display in the
Templates
dropdown list (e.g. Service Request templates on Service Request tickets, etc.)
Your template will populate all fields except for the
Asset/CI
field/tab. Please remember to make a selection here before submitting a ticket based on your template.
Details
Details
Article ID:
11645
Created
Tue 9/10/24 5:32 PM
Modified
Tue 12/10/24 4:17 PM