A Service Management template is a group of pre-populated fields that you can use as a quick start to create a new record or apply to an existing record. You can use a template to achieve consistency when you process records that have the same workflow.
You can create a template with either of these methods:
- Save an existing record (such as an incident, problem, or change) as a template. For example, you can save a change record as a change template.
- Create a new template, where you decide which fields should have pre-populated values.