Add New Case Record Template


You can create a new case record template and add some basic or default details that you can use to create a new case. When you use this template to add a new case, the form fields are populated with pre-define data.

Click on Settings link available at the right side of the navigation bar.

Click on Record Templates link available in System section as below.

The Record Templates page appears. 

You can see that there are multiple tabs available with different asset name such as in Contacts tab, you can add a new contact record template and in Deals tab, you can add a new deal record template. By default, the Contacts tab is opened.

Click on Cases tab and click on New Case Record Template button. The page appears as below.

In Label field, specify the name of template. This template name is displayed in Select a record template drop-down list while creating a new case.   

The form fields that you can use to create a new case appear. You can customize the fields of the form. (Please see customize the form fields for detailed instructions.)

Specify the details in the form. Try to add generic details that are valid for multiple or all the cases that you plan to add to your account, so that it works as a template. For fields that may need custom values for each case, you can leave those blank.

Click on Create button. The details are saved in the template. You can use the template while creating a new case. (Please see add new case for detailed instructions.) 

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