Clone a Service Request Template
You can create a service request template based on an existing one by cloning the desired template, then editing the new template to make it unique.
- From the home page, click Configure and click Work Activity Templates.
- Select Service Request Template.
TIP: You can filter the list of records displayed. See Filter Records for more information.
- Select the desired template you want to clone from the Work Activity Templates panel and click Clone selected records.
- Enter the Code and Description for the new template and click Clone.
- Finish entering details for the new service request template in the Template Details panel on the right.
NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.
