Note Templates

Service Desk > Configure > Note Templates

The Note Templates page defines blocks of static text that can be appended to a note while editing a ticket. After creating the note template, you can select it from the ticket editor Note Template drop-down list in the Add Note section of the Notes tab, or when adding a note using the Add Note dialog.

Actions

• New - Adds a new note template.
• Edit - Edits a selected note template.
• Rename - Renames a selected note template.
• Delete - Deletes a selected note template.

Adding / Editing a Note Template

• Name - The name of the note template.
• Prompt - A brief description of the note template.
• Response - Enter the block of static text that will be entered into a note when you select this note template in a ticket. Use the following toolbar buttons to add special formatting to the text:
  • - Hyperlink selected text. You may need to reset links copied and pasted from another source.
  • - Insert a table.
  • - Insert a horizontal line as a percentage of the width, or set a fixed width in pixels.
  • - Indent text.
  • - Outdent text.
  • - Remove formatting.
  • - Insert a symbol.
  • - Insert an emoticon.
  • - Preview the display of text and images.
  • - Upload a file or image.
  • - Set selected text to subscript.
  • - Set selected text to superscript.
  • - Toggle full screen mode for editing and viewing.

    Note: You can not add an attachment to a note template.