Quick Template

Quick templates allows the organization to publish in-built templates for submission of Service Desk records for users. The templates can be simplified to allow entry of minimal information needed for submission of each type of record. This is done by pre-filling some of the fields from the template. This helps them to quickly submit the service desk record on a single click as the 'Title', 'Description', 'Service', 'Category', 'Sub-Category', and the three levels of 'Derived Field' values are automatically submitted from the quick template.

SapphireIMS ships a list of in-built templates with each of the projects. The end users can browse through the templates whenever they want to submit a Service Desk record.

To use Quick Templates, refer Service Desk->Service Desk Common Features->Using Quick Templates.

Select 'Service Catalogue' option on the right hand side panel.
Click on 'Quick Template'. A list of Quick Templates which are configured are displayed. There are a number of in-built templates available or you can create a new one.

Click on any of the templates to update or click on 'ADD' to create a new template.

The fields are described below.

Serial No	Field Name	Description
1	Quick Template Category	Select the template category for the new quick template definition. Note: To add 'Quick Template Category' refer Settings->Service Desk Configuration->Self Service Category
2	Quick Template Sub Category	Select the quick template sub category for the new quick template definition. Note: To add 'Quick Submit Sub Category' refer Settings->Service Desk Configuration->Self Service Category
3	Title	Enter the title for the new template definition. The Service Desk record title field will be populated with the value that is provided here.
4	Description	Enter the description for the new template definition. The Service Desk record description will be populated with the value that is provided here.
5	Service	Enter the service for the new template definition. The Service Desk record Service field will be populated with the value that is provided here.
6	Category	Select the Category for the new template definition. The Service Desk record Category field will be populated with the value that is provided here.
7	Sub Category	Select the Sub Category for the new template definition. The Service Desk record Sub Category field will be populated with the value that is provided here.
8	Derived Fields	Select the Derived fields for the new template definition. The Service Desk record Derived fields will be populated with the values that are provided here
	Advanced Settings	Click on '+' to expand this section.
9	Fixed Fields	Select values to pre-populate the fixed fields in records. Select a fixed field from the drop-down list. Enter a fixed value or select from a list and click on 'Add'. Repeat this for as many fixed fields which need to be pre-populated. You can remove fields by clicking on .
10	Additional Fields	Select values to pre-populate additional fields in records. Select an additional field from the drop-down list. Enter a fixed value or select from a list and click on 'Add'. Repeat this for as many additional fields which need to be pre-populated. You can remove fields by clicking on .

Click on 'Save' or 'Update'.