Setting a Template as the Default

Purpose

Follow this procedure when you want to make a template the default for an item or request type.

Note that you can also do this when you first create a new template or revision of a template if you have the required object type selected in the navigation pane.

PRIVILEGES  Manage Object Types

To make a template the default:

  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 you want to set as default.

  2. Click the Templates tab in the content pane.

  3. Select the template you want to make the default in the content pane.

  4. Click the prdmod_objecttypes00047.jpg button in the content pane. The Set Default Template dialog box appears, asking you if you are sure you want to set the template as default.

  5. Click Yes.

Related Topics

About Templates for Items and Requests