Product documentation Docs
    • English
    • Deutsch
    • 日本語
    • 한국어
    • Français
  • More Sites
    • Now Community
    • Developer Site
    • Knowledge Base
    • Product Information
    • ServiceNow.com
    • Training
    • Customer Success Center
    • ServiceNow Support Videos
  • Log in

Product documentation

  • Home
How search works:
  • Punctuation and capital letters are ignored
  • Special characters like underscores (_) are removed
  • Known synonyms are applied
  • The most relevant topics (based on weighting and matching to search terms) are listed first in search results
Topics are ranked in search results by how closely they match your search terms
  • A match on the entire phrase you typed
  • A match on part of the phrase you typed
  • A match on ALL of the terms in the phrase you typed
  • A match on ANY of the terms in the phrase you typed

Note: Matches in titles are always highly ranked.

  • Release version
    Table of Contents
    • Now Platform administration
Table of Contents
Choose your release version
    Home Madrid Now Platform Administration Now Platform administration Form administration Form templates

    Form templates

    • Save as PDF Selected topic Topic & subtopics All topics in contents
    • Unsubscribe Log in to subscribe to topics and get notified when content changes.
    • Share this page

    Form templates

    Templates simplify the process of submitting new records by populating fields automatically.

    To use a template, populate the most-used fields for a specific table, save it as a template, and then make the template accessible to your users. Users can manually apply a template when creating records, or an administrator can define scripts to apply templates automatically.

    Create templates for the forms that you use frequently, such as incident, problem, and change. There is no limit to the number of templates that you can create or access, but having many templates for each form makes the templates more complex to manage.

    You can create table-level access controls to restrict template creation. When applied, a user creating a new record from a template must satisfy the save_as_template access control for every field modified by the template.

    Automatically applied templates

    You can make a template that automatically applies to new, user-created records on a specific table. To create this kind of template, set the template name to match the name of the table to which the template applies.

    For example, imagine you want to apply a template automatically when a user creates a record on the Windows Server [cmdb_ci_win_server] table. Set the Name field to cmdb_ci_win_server and the Table field to Windows Server [cmdb_ci_win_server] on the Template form.

    Automatic templates are always global. They do not honor the User and Group fields on the Template form. Automatic templates do not apply to records created by the system, such as those records generated by business rules, UI actions, or workflows.

    • Create a template using the Template form

      Create a template record for any table to automatically populate certain fields.

    • Create templates for related task records

      Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.

    • Create a template by saving a form

      Save a populated form as a template.

    • Create records based on a template

      You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.

    • Create a module for a template

      You can create a module to open a form with pre-populated template data.

    • Template bar

      Use the template bar to apply, edit, and create templates.

    • Toggle the template bar

      The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.

    • Scripted templates

      You can apply an active template to a record using JavaScript.

    Related tasks
    • Disable the template bar

    Tags:

    Feedback
    On this page

    Previous topic

    Next topic

    • Contact Us
    • Careers
    • Terms of Use
    • Privacy Statement
    • Sitemap
    • © ServiceNow. All rights reserved.

    Release version
    Choose your release version

      Form templates

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Form templates

      Templates simplify the process of submitting new records by populating fields automatically.

      To use a template, populate the most-used fields for a specific table, save it as a template, and then make the template accessible to your users. Users can manually apply a template when creating records, or an administrator can define scripts to apply templates automatically.

      Create templates for the forms that you use frequently, such as incident, problem, and change. There is no limit to the number of templates that you can create or access, but having many templates for each form makes the templates more complex to manage.

      You can create table-level access controls to restrict template creation. When applied, a user creating a new record from a template must satisfy the save_as_template access control for every field modified by the template.

      Automatically applied templates

      You can make a template that automatically applies to new, user-created records on a specific table. To create this kind of template, set the template name to match the name of the table to which the template applies.

      For example, imagine you want to apply a template automatically when a user creates a record on the Windows Server [cmdb_ci_win_server] table. Set the Name field to cmdb_ci_win_server and the Table field to Windows Server [cmdb_ci_win_server] on the Template form.

      Automatic templates are always global. They do not honor the User and Group fields on the Template form. Automatic templates do not apply to records created by the system, such as those records generated by business rules, UI actions, or workflows.

      • Create a template using the Template form

        Create a template record for any table to automatically populate certain fields.

      • Create templates for related task records

        Administrators can create a template for a Task table record that also creates one or more related records in the child Task table.

      • Create a template by saving a form

        Save a populated form as a template.

      • Create records based on a template

        You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.

      • Create a module for a template

        You can create a module to open a form with pre-populated template data.

      • Template bar

        Use the template bar to apply, edit, and create templates.

      • Toggle the template bar

        The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.

      • Scripted templates

        You can apply an active template to a record using JavaScript.

      Related tasks
      • Disable the template bar

      Tags:

      Feedback

          Share this page

          Got it! Feel free to add a comment
          To share your product suggestions, visit the Idea Portal.
          Please let us know how to improve this content

          Check any that apply

          To share your product suggestions, visit the Idea Portal.
          Confirm

          We were unable to find "Coaching" in Jakarta. Would you like to search instead?

          No Yes
          • Contact Us
          • Careers
          • Terms of Use
          • Privacy Statement
          • Sitemap
          • © ServiceNow. All rights reserved.

          Subscribe Subscribed Unsubscribe Last updated: Tags: January February March April May June July August September October November December No Results Found Versions Search preferences successfully updated My release version successfully updated My release version successfully deleted An error has occurred. Please try again later. You have been unsubscribed from all topics. You are now subscribed to and will receive notifications if any changes are made to this page. You have been unsubscribed from this content Thank you for your feedback. Form temporarily unavailable. Please try again or contact  docfeedback@servicenow.com  to submit your comments. The topic you requested does not exist in the release. You were redirected to a related topic instead. The available release versions for this topic are listed There is no specific version for this documentation. Explore products Click to go to the page. Release notes and upgrades Click to open the dropdown menu. Delete Remove No selected version Reset This field is required You are already subscribed to this topic Attach screenshot The file you uploaded exceeds the allowed file size of 20MB. Please try again with a smaller file. Please complete the reCAPTCHA step to attach a screenshot
          Log in to personalize your search results and subscribe to topics
          No, thanks Login