Creating a New Template

Follow this procedure when you want to add a new template for an item or request type or add a new revision of an existing template.

PRIVILEGES Manage Object Types

To create a template:

1. From the Object Types main window, select Item Types or Request Types from the Object Class list in the navigation pane, according to the type of template you want to create.

2. Click the Templates tab in the content pane.

3. To create a new revision of an existing template, select the template in the content pane.

4. Click the Add button in the content pane. The New Template dialog box appears.

5. Enter the name and revision number of the template in the Name and Revision fields.

6. In the Filename field, enter the filename and path of the template file from your work area, or browse to the location.

7. To set this template as the default, select the Default Template option.

8. When finished, click OK to commit the details.

Related Topics

New Template Dialog Box

About Item and Request Templates