Template Manager

App Portal 2020 R1

Question templates allow you to group questions together and apply to requests. You can add questions to a template and then select the template in the General settings of the request.

Template Manager View

To create a new question template, click Add Template to open the Question Template Properties dialog box.

Question Template Properties Dialog Box

Question templates are created on the Questions > Template Manager view.

Question Template Properties Dialog Box

The Question Template Properties dialog box includes the following properties:

Question Template Properties Dialog Box

Property

Description

Template Name

Enter a name to identify the question template.

Available questions list

List of all defined questions. To add a question to the template, select a question in this list and use the arrow keys to move it to the Current Questions list.

Current Questions list

List of the questions that are in this question template.

Click Save to save your selections.

See Also