Change Template

 

Change Template lets you custom create change templates for the most common and frequently requested changes. Each template can possess different fields, field values and workflow, thus customizing or pre-defining change forms so as to suit the changes that may arise in your organization.

The change template enables the Change Requester to initiate a change quickly with all the necessary fields pre-filled, thereby increasing the productivity of your help desk team.

Remember: New change templates being configured will copy the configurations of the change template that is set as default.

 

To access the Change Template configuration wizard,

  1. Login to the ServiceDesk Plus application using the user name and password.

  2. Click the Admin tab in the header pane.

  3. In the Problem/Change Management block, click the Change Template icon Requester - Additional Field Icon.

To custom create a new change template, follow the steps mentioned below:

  1. Click on Add Change Template button available in the Change Template List View.

  2. Add Change Template page will open up, This page will be split into 3 sections: Template-Workflow section, Canvas and Drag and Drop Fields section.

  3. To add the text fields, enter the label name in the form fields beside Label field. If required, enter the description for the field.

     

    Template-Workflow section

    This section will help you do the following:

  4.  

    Canvas section

    This section helps you design the change form by lettng you:

     

    Drag and Drop section

    This section helps you design the change form by lettng you:

  5. Click Save to save the change template

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