ServiceNow Form Templates: The Solution for Quick and Accurate Form Creation
foreign [Music] so today we will be discussing about servicenow form template so what is form templating service now so servicenow is a cloud-based iot service management tool that helps organizations to stream variety operation form templates are an essential features of servicenow according to me which provides a predefined format for creating a customizing forms so the form templates are designed to standardize and automate the creation process whenever you are creating certain form or whenever you are feeling certain format so this template can be used to predefine certain Feeds out to pre-populate certain fields or whenever the record get created okay how now the question will be arise in your mind right how it can benefit the users or through the developers so form template provides several benefits for a servicenow user firstly it simplifies the form creation process by providing pre-design format for the users to follow this eliminates the need for user to start from the scratch where creating new forms saying the the valuable time and efforts additionally form templates ensures consistency across forms within the organization with standard template it is easier to maintain consistent formatting and data correction across different team business units and Department this can help us to improve efficiency reduce error and ensure compliance with company topology so why I am using this form template so in as a developer we have a lot of activities day to day activities which is uh kind of generic right and for example creation of change requests right so if we whenever you want to create a change request you have to follow the same set of protocols right you have to create you have to fill 80 percent of the form with the same attribute what you did for the last okay so you can save this efforts by creating a template okay so you whenever you want to create a change you can simply apply that template and most of the fields will get pre-populated out of it now we will see how we can create a form template and then we will see how we can apply it out also I hope the benefits are clear to everyone so let's go to our favorite table incident so I will go to all incident and for instance uh let's create this particular well let's open this particular incident so you can consider this is a generic now incident which is created by your team okay which is need to access comma drive so for instance consider that uh this Drive axis is getting eliminated on a regular basis right okay and you have to pre-create the incident okay just to get the access to the comment type so you have to create this incident again and again so it's pretty boring according to me to fill this form again and again right okay so what you can do for example I will just so you can consider you are part of lazy group okay so that's it okay and uh you have to do this activity again again for weekly monthly things okay so instead of filling the same information again and again what you can do you can create a form template out of it so you can create a form template out of the create out of the existing record first you will see that so you can go to this particular record and over here you can see the three dots right so you can click on these three dots and there you can see the option called toggle template bar so you can simply click on this toggle template bar and what it will do click on this toggle template bar so you can see at the bottom you can see this template bar right with the with the template created on this particular table so we have two templates already created out of the box incident call type and major incident so you can create a new template out so how you can do that so you can simply click on plus over here and what it will do it will extract the information from the current record and it will give you the provision to create template out of it so it's just collecting the data from the current template as you can see it has already selected a table as an incident okay template name is template 2. and it will it will fill out the templates template also for the safe okay so it's just sweet so as you can see all the information got failed right caller is this another thing now you can what you can do you can simply eliminate the things which is which can change on a database right like caller can change so I will just remove the caller out okay parent insiders can change so we don't need pattern incident and this short description and all those things you can keep as this okay State and on and you get cheesy rename this template so I will just give it to access to Common right Drive and you can give the shortest view here this is the template for access to Common Drive perfect okay and here you can see the options right to which particular user you want to uh expose this template tool so only that particular criteria whoever is filling this criteria okay only those three user can see the template and those users can use this template out so currently it's user system administrator you can also give so I will give this to the group the easy group okay Wireless group because lazy people only need to do this kind of things right I am one of them if you make it Global then it's available to everyone so we will avoid this at this particular point of time and then you can simply submit it or if you clear it out it will clear all the prints out and it will give you the provision to get started from the scratch you can also add couple of more fits if you require so 400 for an instance what for instance anything you can add okay I will not add anything over here okay but you can you can add for instead of working on this is walking mode and so on so it's saving tons of efforts for you right and what we'll do we will simply submit this new template out okay so the template got created you can see it ou also now what I will do I will for instance uh I want to create an incident for common tribe in the future right so what I can do I can simply go to incident dot do foreign if I came over here right now I don't have to feel all this information manually but I can do simply I can toggle the template out and here now I can see access to Common Drive if I click on it it will prep operate all the fits for me okay whatever was there as a part of this incident so it has pretty populated and you can simply measure the caller caller is what system admin for now and you can simply submit it out it's you can see that it has saved tons of ton of your time right this is the first way through which you can create an a form template which is by creating a form template from the existing record if you want to create and you can do it on any table any table you can do it out so you can create uh this this form template for any table wherever you feel it's required so I basically use it for change management because I used to create a change on a weekly basis so that's where I use it out a lot the Adobe to create this form template is let's go to the incident first okay dot left as people will ask oh this didn't get created and all those things out right so as you can see uh the incident got created out of written okay yeah we also had a work notes for the same perfect the other way to create the template is you can simply uh search for system definition and under system definition that will be templates okay templates so here you can see all the templates across the instance right so you can see the last one is access to common type so you can open this template out and edit it out if you want or you can simply click on new button but this time you will not have the populated information you can um create it on your for example if I'm creating for change request right I can give change change template and I can make it available to again the lazy group okay and you can select the table then only this template values will come up right because this is dependent on the template values so you can select the People First I've already clicked on it sticking time it got stuck I guess yeah wait come on so you can you can you can simply select the table out of out from here and you can create your own template from this particular model also and whenever you go to the table and if you toggle the template out you will have the provision tool over there also [Music] the system got crashed foreign if you have created tons of template on certain table out right so for an example if I go to incident again Dot and for instance if you consider you have created tons of template on the incident okay and it's difficult for you to find your template right so what you can do you have the search provision also so you can click on these three dots and here you can filter it out so for example I select comment right so it will give this particular template out there so we also have the search context over there so this is our for today's tutorial I hope it got clear to you this is a very minute thing okay but uh I find it pretty useful in my day to reactivity so I am sharing it with you hope you like this video if you liked it up please subscribe to my channel so that you will get notified of my future videos till then stay safe stay happy and have a nice day thank you
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