Create a problem template

Templates simplify the process of submitting new records by populating fields automatically. Using templates saves time by reducing how long it takes to fill out the form.

Before you begin

Role required: admin

About this task

After a template is defined, it can be used from the form, a record producer, or a module.


  1. Navigate to System Definition > Templates and click New.
  2. Complete the form as described in Create a template using the Template form.
    Use the following information as an example to create a problem template to fix performance issues.
    • Name: Performance Issues
    • Table: Problem
    • Global: Selected (true). Selecting this option makes the template available to all users.
    • Short Description: Performance Issues
    • Template: Select each field and enter the following values.
      • Description: Significant performance issues have affected the configuration item.
      • Impact: 2 - Medium
      • Urgency 1 - High
      • Contact Type: Self-service
  3. Click Submit.