#822: Request Template Creation

In Swarmica, you can create and use request templates. This can be useful for different types of requests and various situations, such as bug reports, requests for improvements, etc.

The template can be applied automatically by default or manually when creating a request. To do this, you need to add the template to the settings first.

Creating and Editing Templates

To create or edit a template, go to Settings - Request Templates.

To edit a template, click on its name.

To delete an unnecessary template, click the trash can icon to the right of it.

To create a template, click in the upper right corner of the page

Below is a completed example of a template and a description of its creation functionality.

Name - displayed in the user menu of template selection.

Description - template content that will be substituted into the 'Description' field when creating a request.

Roles of users who will have access to the template.

By default - activate the slider so that each new request from users with the specified role is automatically created using this template.

Ready-made templates are contained in a table in the Settings - Manage Templates section. In this table, you can view and check the settings of all templates: the presence of the 'By default' checkbox, as well as the roles that have access to each template. You can delete an unnecessary template using the button to the right of the template.

Applying Templates

Templates are applied on the page for creating a request by a client or employee who have access to these templates. Access to templates is determined for the employee's role or for the client at the stage of creating or editing the template (see previous section of the article).

If a default template is enabled for the role, the new request will already be filled with it. To select a template, use the list above the 'Description' field:

If the template contains placeholders %%%,