Solved

Request Templates - editing - how?

  • 29 June 2023
  • 1 reply
  • 61 views
zoewalters
Rank
Badge

I’m trying to customise our Request templates but I am unable to move simple fields as the ‘Design Form’ isn’t available.

I’d like to move the Notes field from the Close tab to the Request Details tab, for example - and remove some fields from the Request Details tab

Am I missing something obvious? I can do this with an Incident template but not a Request.

icon

Best answer by alin.lupascu 29 June 2023, 11:12

View original
Learning SysAid one question at a time...

1 reply

alin.lupascu
Rank
Userlevel 3
Badge +1

Hi,

If you have the need to move fields around from a specific form you need to follow these steps.

 

  1. Navigate to Settings → Service Desk Templates → Sub-types → Select the Sub-Type that you want to make the changes to.
  2. Click on Edit Sub-Type View
  1. On the right side you have the Design button
  1. Clicking the Design Form will pop-up a new window where you can add/remove fields from your form.

 

Reply


Terms & ConditionsCookie settings