OTRS:ITSM regarding templates

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bermelian
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OTRS:ITSM regarding templates

Post by bermelian »

Hi,

I would like to use the OTRS ITSM module for change request. In CHANGES and then New, there is the Template selection, why are there no templates to be selected ? How do I add or create a new template ??

Regards,

Bermelian
OTRS 3.1.10
ITSM 3.1.6
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jojo
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Re: OTRS:ITSM regarding templates

Post by jojo »

create a change, workorders and conditions and save it as template
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bermelian
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Joined: 08 Aug 2012, 05:50
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Re: OTRS:ITSM regarding templates

Post by bermelian »

Hi Jojo,

I was able to save the template. But when I tried to edit it, didn't contain anything. Can I add fields and drop downs on the template so that when I select the template it will show the fields I have added ?

Regards,

Bermelian
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OTRS 3.1.10
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Re: OTRS:ITSM regarding templates

Post by jojo »

you need to define everything before saving a template.

A template can not be changed, you need to create a new template like this:

- create change from template
- change the needed parts
- save a s new template
- delete old template if not needed
- delete change if not needed
"Production": OTRS™ 8, OTRS™ 7, STORM powered by OTRS
"Testing": ((OTRS Community Edition)) and git Master

Never change Defaults.pm! :: Blog
Professional Services:: http://www.otrs.com :: enjoy@otrs.com
bermelian
Znuny newbie
Posts: 18
Joined: 08 Aug 2012, 05:50
Znuny Version: 3.1.10
Real Name: Nelson J. Manio
Company: Novenix

Re: OTRS:ITSM regarding templates

Post by bermelian »

Hi jojo,

But, how do i add fields to the template ?

Bermelian
OTRS 3.1.10
ITSM 3.1.6
CentOS 6.3 (Vmware)
jojo
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Re: OTRS:ITSM regarding templates

Post by jojo »

what kind of fields?
"Production": OTRS™ 8, OTRS™ 7, STORM powered by OTRS
"Testing": ((OTRS Community Edition)) and git Master

Never change Defaults.pm! :: Blog
Professional Services:: http://www.otrs.com :: enjoy@otrs.com
bermelian
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Posts: 18
Joined: 08 Aug 2012, 05:50
Znuny Version: 3.1.10
Real Name: Nelson J. Manio
Company: Novenix

Re: OTRS:ITSM regarding templates

Post by bermelian »

Hi Jojo,

I would like to add custom fields such as

- Type of Change
- Product Channel
- Services Impacted
- Machine Name
- Business justifications
- Groups to Notify
- Related issue/change
- Person conducting the change
;;;;;;;;;
etc

Nelson
OTRS 3.1.10
ITSM 3.1.6
CentOS 6.3 (Vmware)
jojo
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Re: OTRS:ITSM regarding templates

Post by jojo »

this is all done via Workorders and Links to other objects
"Production": OTRS™ 8, OTRS™ 7, STORM powered by OTRS
"Testing": ((OTRS Community Edition)) and git Master

Never change Defaults.pm! :: Blog
Professional Services:: http://www.otrs.com :: enjoy@otrs.com
bermelian
Znuny newbie
Posts: 18
Joined: 08 Aug 2012, 05:50
Znuny Version: 3.1.10
Real Name: Nelson J. Manio
Company: Novenix

Re: OTRS:ITSM regarding templates

Post by bermelian »

Completely stomped. No idea how, do you have a sample screenshot ?
OTRS 3.1.10
ITSM 3.1.6
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Re: OTRS:ITSM regarding templates

Post by jojo »

did you look in the ITSM documentation?

building changes is not a simple thing. you should consider training
"Production": OTRS™ 8, OTRS™ 7, STORM powered by OTRS
"Testing": ((OTRS Community Edition)) and git Master

Never change Defaults.pm! :: Blog
Professional Services:: http://www.otrs.com :: enjoy@otrs.com
bermelian
Znuny newbie
Posts: 18
Joined: 08 Aug 2012, 05:50
Znuny Version: 3.1.10
Real Name: Nelson J. Manio
Company: Novenix

Re: OTRS:ITSM regarding templates

Post by bermelian »

Thanks Jojo...I have a read on the documentation, but it does not show how to..
OTRS 3.1.10
ITSM 3.1.6
CentOS 6.3 (Vmware)
jojo
Znuny guru
Posts: 15020
Joined: 26 Jan 2007, 14:50
Znuny Version: Git Master
Contact:

Re: OTRS:ITSM regarding templates

Post by jojo »

building changes is not a simple thing. you should consider training
"Production": OTRS™ 8, OTRS™ 7, STORM powered by OTRS
"Testing": ((OTRS Community Edition)) and git Master

Never change Defaults.pm! :: Blog
Professional Services:: http://www.otrs.com :: enjoy@otrs.com
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