Ticket Templates are forms created to gather information from the user about different problem types.
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- Ticket Templates
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Edit the Default Template
To edit the fields in the Default template:
- Click the edit icon.
- Choose the fields and format for the Default Template.
- Click the Update button to make the changes.
Creating a Custom Template
Custom templates can be created to meet specific needs.
- Click the Create Template option.
- Provide a name for the template and associate it with a problem type.
- Add custom fields from the left column by dragging into template on the right column.
- Remove unwanted fields in right column. (Fields with red band cannot be removed).
- Add fields that for Tech View only in lower right hand column. These fields will not be seen by user portal.
- Use the check box to indicate required fields for the custom template.
- Click the Update button to make the changes.
Editing Templates
You may edit a templates name and problem type by selecting Edit Details. To adjust the fields and formats of a template, choose Edit Form.