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This video shows how to create and apply form templates to simplify form
completion.
No special role is required to access the template bar or create templates, but
the ability to configure or apply templates created by others depends on user
access controls within the template. So, all users may not have the same access
to form templates.
Form templates only set values for specific fields on the record. They don’t
change the configuration of form fields defined on the table or displayed
through form personalization.
© 2020 ServiceNow, Inc. All rights reserved. ServiceNow, the ServiceNow logo, Now, Now Platform, and other ServiceNow marks are trademarks and/or registered
trademarks of ServiceNow, Inc. in the United States and/or other countries. Other company and product names may be trademarks of the respective
companies with which they are associated.
Also, when applied to a record, a template sets the values of fields on the
underlying table, even if those fields aren’t displayed on the form.
Notice that field values can include variables, for example to put the logged-in
user’s name in the Caller field.
Here, we fill in the form as it should appear when a user applies the template.
This is for software incidents. They’ll be assigned to the Software group through
assignment rules, so we don’t need to specify that here….
Now, we click the plus icon to create a new template from this record….
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© 2020 ServiceNow, Inc. All rights reserved. ServiceNow, the ServiceNow logo, Now, Now Platform, and other ServiceNow marks are trademarks and/or registered
trademarks of ServiceNow, Inc. in the United States and/or other countries. Other company and product names may be trademarks of the respective
companies with which they are associated.
This article in the product docs explains how to do that.
These three fields determine who can configure and apply the template.
If we define a user or group here, no other users or groups—respectively—can
see the template unless we select the Global option.
If Global is selected, any user who can access the templates can view and
apply this template.
These settings allow the system administrator and Software group to configure
the template, and any user who can access templates to view and apply it.
Here’s where we specify the fields and values to be set when the template is
applied to a record.
Fields that have default values…
…and fields we filled in on the form, appear here.
We can change any of these values here, if we want to, but they all look fine.
If necessary, you can eliminate fields from the template by clicking the
corresponding delete icons…
…And add fields here, by selecting the field and providing a value.
When we submit it, it appears at the left of the template bar, along with the
other available templates for this form.
When we’re done, we can toggle the template bar off from the form header…
For more information, please see our product documentation, knowledge base,
or ask a question in the ServiceNow Community.
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© 2020 ServiceNow, Inc. All rights reserved. ServiceNow, the ServiceNow logo, Now, Now Platform, and other ServiceNow marks are trademarks and/or registered
trademarks of ServiceNow, Inc. in the United States and/or other countries. Other company and product names may be trademarks of the respective
companies with which they are associated.