Service Manager

This is the latest version of the help for Ivanti Service Manager 2018. If you cannot find some of the features described in the help, you may be using an older version of the application. To upgrade the application, click here.
To view the help for the latest version of Service Manager, click here

Working with Business Object Templates

•About Using Business Object Templates

•Home 

•Home 

About Using Business Object Templates

Templates are designed to speed data entry in commonly completed fields in business object forms. A template contains defined content for one or more fields in a business object form. When you apply the template to a business object form, the system transfers the defined content into the business object form.

For example, an incident template could contain defined entries for the category and summary fields. When creating a new incident, you can apply the template either before or after saving the incident. By applying the template, you avoid having to fill in the category and summary fields manually.

Templates can be used with any type of business object, but are typically used with the most frequently used business objects such as incident, change, assignment, and journal. Several templates for these business objects are included in Service Manager.

A business object can have any number of templates associated with it. For example, the incident business object could have dozens of available templates, each for a different, commonly encountered issue.

All users have the permissions necessary to use templates when creating records. Additionally, depending on your role and permissions, you may have the ability to create and edit templates. When you create a template, it can be a completely new design, or it can be based on an existing record or similar template. When you edit a template, you can add and delete fields, change content in a field, create new related records, and link existing related records.