Agreement Ticket Templates Tab

The Ticket Templates tab on an agreement lists all ticket templates associated with that agreement. Templates themselves are defined in Setup Tables > Ticket Templates.

Create a new ticket template from scratch

1. In the Ticket Templates tab, select New on the toolbar.
2. In the Template Name field, enter a name.
3. In the Summary field, enter a summary.
4. Complete any remaining fields.
5. Select Save.
6. Configure the template using the additional tabs as needed.
7. Select Save and Close.

Note: For the template to appear in the Ticket Templates tab, select the current agreement from the agreement drop-down inside the template.

Create a template based on an existing ticket template

1. In the Ticket Templates tab, select New on the toolbar.
2. Use the picker to select a Template Name from the list. The Create Ticket Template dialog opens.
3. Select Copy (and enter a name for the copy) or Reference, then select Create Template.
4. Complete the remaining fields.
5. Select Save. Additional tabs appear.
6. Complete the fields in the additional tabs.
7. Select Save and Close.