Importing a Template File


Follow this procedure when you want to import a new template file for an item or request type without changing the name or revision number of the template in Dimensions.

PRIVILEGES  Manage Object Types

To import a template file:

  1. From the Object Types main window, select Item Types or Request Types from the Object Class list in the navigation pane, according to the type of template file you want to import in the navigation pane.

  2. Select an object type in the navigation pane.

  3. Click the Templates tab in the content pane.

  4. Select the template revision for which you want to import a template file in the content pane.

  5. Click the import_template_button00049.gif button in the content pane. The Import Template dialog box appears.

  6. Enter or browse to the file you want to import in the Filename field.

  7. When you have finished, click OK to commit the details.

Related Topics

Import Template Dialog Box

About Templates for Items and Requests