Templates Section for Items and Requests

The Templates section of the content pane for items and requests displays details for all the templates defined in the product for items or requests.

It consists of:

- A toolbar with buttons to perform the following functions:

  Button | Function
  | Allows you to add a new template or template revision using the New Template dialog box.
  | Allows you to export a template file using the Export Template dialog box.
  | Allows you to import a template file using the Import Template dialog box.
  | Allows you to delete a template from the product.
  | Allows you to set the selected template as the default for the object type selected in the navigation pane.

- A table listing details for each template in the product:

  Field | Description
  Check Box | A check box to select the template.
  Name | The name that identifies the template.
  Revision | The version of the template.
  Created by | The user who created the template.
  Creation Date | The date and time the template was created.
  Last Imported by | The user who last imported the template file.
  Last Import Date | The date and time the template file was last imported.
  Default | Whether the template is the default for the selected item/request type.

Related Topics

Object Types Content Pane