Summary
Ticket templates allow you to quickly create frequently encountered work items that do not occur on a routine schedule. For example, service desk technicians may want to have a routine ticket that is created whenever they receive a particular type of service request
Ticket Templates can also be used to pre-fill request for change (RFC) tickets for changes that need to be frequently requested.
Note that for Change Enablement, when using a template, a maintenance activity must still be created for each ticket.
How-To
Creating a Ticket Template
Task: To create a ticket template
Step 1 - In TDNext , click the Applications menu and select the desired Ticketing Application.
Step 2 - Click the gear icon in the top-right corner.
Step 3 - Select New Ticket Template from the dropdown menu.
Step 4 - Fill out the required fields, and any additional information that will make the template useful.
Step 5 - Click the Save button.
Outcome
You should be able to create a ticket template.
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Modifying Ticket Templates You Created
Task: To edit one of your ticket templates
Step 1 - In TDNext , click the Applications menu and select the desired Ticketing Application.
Step 2 - Click the gear icon in the top-right corner.
Step 3 - Select My Templates from the dropdown menu.
Step 4 - Click the template Name link.
Step 5 - Click the Edit button.
Step 6 - Make the desired changes to the template.
Step 7 - Click the Save button.
Outcome
You should be able to edit one of your ticket templates
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Using a ticket Template
Task: To use a saved ticket template
Step 1 - In TDNext , click the +Service Request Form link near the top of the page.
Step 2 - Select the Template from the second field on the form, Template
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Step 3 - Fill in any remaining mandatory fields (most will already be filled from the template)
Step 4 - Click Save.
Outcome
You should be able to use a ticket template.
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Related Articles
See TeamDynamix Support Article - Working with Ticket Templates for more information and instructions.
Need additional help?
Visit the TeamDynamix area in the Knowledge Base
To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request