Apply a template in the Incident form

task brazil Updated Sep 10, 2026 1 min read t_UseATemplateFromAForm.md
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Use a template to apply values to an incident record. The template values replace existing field values, and fields that aren't in the template remain unchanged.

Before you begin

An incident template must exist. For more information, see Create a template from the incident form.

Role required: itil, sn_incident_write, or admin

Procedure

  1. Navigate to All > Incident > Create New.

  2. Select the more options icon [Omitted image "more-options.png"] Alt text: More options icon and then select Toggle Template Bar to see all templates in the template bar.

    [Omitted image "apply-template-module.png"] Alt text: Template bar in the Incident form

  3. Select a template to apply it to the incident record.

    When you apply the template, it replaces the existing field values with the values defined in the template and retains the values for fields not included in it. Before you apply the template, copy any existing field values that you need to keep.

Related topics

Create an incident template

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