Populate Signed Template with airSlate SignNow

Populate signed template

hello hi everyone in this video I would like to show you how to create a template so first of all why we need a template basically if you if you have if you are receiving a lot of requests and those requests have the same information let's take the incident application the incident form let's say we have all the time the same information let's say one user is having a reset no if you have to reset the password for the user so basically what we are going to complete here on here and what about the priority whatever to stay it's going to be the same in the beginning so what you can do instead of completing manually all this information you can create a template in service now and then use it whenever you need in fact so imagine the huge amount of repetitive tasks that you can have and you can automate that with the template so you can just create one template and it's going to just use that template is going to be useful for the agent which working is it won't be like completing these things memory so the first thing we we have to do look for the template which is already available so you can go to system definition and template I have all these templates we have a run for you so what we are going to do we are going to use one template to see if how this thing works I would like to show you how this thing works before even creating one okay so I'm going to incident a one so I have here three different templates so reset password is one of the templates that I modified recently and I would like to use that so let me show you how it looks like so the name here all the information we should be populated so all the fields and in the values for that fears and the shot description this chart description is different from the short description here so this one is the one from for the field that you have on the forum level in the incident forum level and this one is the information that is that you have here this one so that's the difference so now I would like to use this one so the way to use this template it's very easy you have to go to incident so you type incident and look for like open for example I have already mine in my favorite so I'm gonna use this and then you click new so at this point you can click here more options toggle template bar and going is going to show you templates and all the templates available for you in order to use so if you are the user of the template it will be here so I have reset password that's the one that I want to use so I click on that as you can see here all the information that I have in my template is automatically populated here so the color is Barbara category software subcategory is operating system the state is new impact and urgency is low and low and so on assignment group ID securities and assigned to its me and also the short description so you can basically do the same thing you can create your own templates depending on the problem you're having repetitively so let's create one so all I need to do here I populate if you click on summit it's created together so as you can see it's very fast so let's create one template now so I'm going to system definition template if you type that you will get page and click on you and it's going to be I'm going to look for Andrew Jackson is having for example all the time issues with Outlook so the user is going to be me so I want to use this template I'm going to make it global if you want to use this template it should be active and the table where we are going to work on is the incident all so I type incident choose the incident table from this point all I need to do is to just complete choose the field the fields and then put the values according to the fields so the first thing here the short description in order to recognize our template in the list of the template so I'm going to say I have okay so this is the so description for the template so description for the field so it's going to be the same and the rest is going to be the information like from here so the color the color is going to be Andrew so the color is Andrew Jackson category category is going to be software subcategory it's going to be email because we are having issues with Outlook and configuration item configuration item it's going to be outlook as well so all I need to do is to type outlook okay I have it here and then what else char description we have done so we are moving to this power contact eye contact ID is going to be email state impact urgency state it's going to be new impact it's going to be let's put hi let's say hi and urgency let's say also hi great so what else we need to do this one is the data lookup table which is going to define what is the priority assignment group signing group is going to be help desk and last thing - it's going to be me I'm going to take this incident and work on that okay so pretty much we have all the information it depends in your organization how what kind of information you want to have in your new application it can be incident application it can be any sort of application that you're using the idea here is to get the right field put the right information in order to populate create the ticket as quicker possible so that's it at this point I'm going to sum it so my template is created I'm going to just check this there or not so as you can see here Andrew Jackson Outlook issue I have an issue with my load application title is here and user is created so I can use it so let's go to so if you want to use it you can type incident and then you can create a new incident I'm gonna just use my shortcut click on new and I have automatically the bar here so if you don't have that all you need to do is to click on more option at this point and toggle table template bar and then you click Andrew Jackson out loop issue once you click on that it's going to automatically put all the information remember I put impact and urgency high and high so so click on that as you can see here Andrew Jackson application template apply you put all the information that I have the saw description category the user the color assigned to me it's going to be helpdesk and as well it changed the priority to critical because in fact hi and urgency hi so I know all I need to do is to click on submit my incident is created a luxury another thing as well go to incident so here you can see major incident is it's the user the user Rick better you can see the major incident and if I click here is global that's why I am able to see that as well in my template bar what if but but my Andrew Jackson outlook issued let's say it's not global I'm gonna put it not global I'm gonna make it so if it is not global I'm the only one you can see so let's impersonate to Rick and test that so I'm going here incident [Music] as you can see here red is not able to see my template if you want that person to see my template all I need to do is to make a global if you make it global in this bar if that person will be able to see that so the way we gonna do it I'm going to choose Andrew Jackson I'm gonna make it global now I'm going personate I'm going to be Rick and let's see if Rick is able to see Andrew Jackson or no Andrew Jackson template or not so I'm going to click on create new so here to play bar as you can see here Andrew Jackson output issue it's appearing before there was only major incident and reset password' not this one it's because I made it global so that's one of the information that you can have as well and you have to also remember that Rick and I should have the access for the application incidents if you do not have the access for the this application you won't have this information so great thanks for watching hope you liked it and until next time bye you