Create a template by saving a form

You can save a populated form as a template.

Create a template by saving a form in UI11

Before you begin

Role required: none

Procedure

  1. Navigate to a form, such as Incident > Create New.
  2. Complete the form as it should appear when a user applies the template.
  3. Right-click the form header and select Save.
  4. Right-click the form header and select Templates > Save as Template to save only field values in the template, or Templates > Save All as Template to include related list relationships in the template.
    Note: Read-only fields are not added to the list of fields on the template. If a field is made read only via ACL, UI policy/client script, or the dictionary, it does not populate in the template form creator.
    Save a completed form as a template
    After saving the template, the Template form appears.
  5. Make any additional changes as needed using the Template form.
  6. Click Update to save any changes to the template.

What to do next

You can delete the original record, the incident in this example, after creating the template.

By default, the system displays 15 templates in the Apply Template context menu. Type sys_properties.list into the Application Navigator, then search for the glide.template.max_context system property to change this value.

Create a template by saving a form in UI16 or UI15

Before you begin

Toggle the template bar so it is visible on forms.

Role required: none

Procedure

  1. Navigate to a form.
  2. Complete the form as it should appear when a user applies the template.
  3. In the template bar, click the plus icon (+).
    Template form
  4. Enter a descriptive name to make it easy for a user to select the correct template.
  5. Make any additional changes as needed.
  6. Click Save.