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.

  1. From the home page, click Configure and click Work Activity Templates.
  2. Select Service Request Template.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the desired template you want to clone from the Work Activity Templates panel and click Clone selected records.
  2. Enter the Code and Description for the new template and click Clone.

WORKAROUND: When a template is edited immediately after being created, the service request template hierarchy is removed. To avoid this issue click a tab, such as the Questions, Map Layers, Template Activities, ELM, or Security tab, and then click the General tab before editing the new service request template.

  1. Finish entering details for the new service request template in the Template Details panel on the right.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.