How to customize service request templates

[Former Member]

Hello,

I'd like to use the functionality "New from template" when i create a service request message.

Therefor i first need to create a template.

now i integrated the template creation link in my business role.

But when i click on create service request template i don't get my transaction types as choice to select.

where and what do i need to customize in order to get a selection here?

thanks

Sven

[Webster_Cui · Accepted solution]

Dear Sven,

Have you checked the Channel assigned to all availiable SR Template? GUI should be assigned here if any transaction type is assigned one channel. Please also ensure that there is at least one Active SR Template transaction type.

Regards,

Webster

[Former Member · Accepted solution]

Hi Sven,

I am trying to add template transaction to Navigation Bar.

Can please guide me, from where to search and how to add Incedent management in Navigation Bar.

it's very urgent... please assist me.

Regards,

Manish

[former_member186887 · Accepted solution]

Hi Sven,

Hope you have resolved the issue.

If not, please let us know. 

Regards,

Maddy

[Former Member · Accepted solution]

Hello Manish,

go to define navigation bar Profile

make sure
SM-SUPPORT is an assigned work center.

make sure Work Center Link Group SM-IM-SR & SM-IM-CR is assignes to the Work Center

and then search work center SM-IM-SR & SM-IM-CR

and check if

- SM-IMT-CR    21    Incident Template

or

- SM-SRQT-CR    28    Service Request Template

or for problems

- SM-PRT-CR    41    Problem Template

is assigned. After that , follow webster cui advice

and then you need to define the copy rules. So that data saved in the template can be copied to the actual transaction type.