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Force Template Selection

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Dwayne Boykin
Valued Contributor.

Force Template Selection

Does anyone know how I could force template selection when a new service call or new work order is being opened?
3 REPLIES
George M. Meneg
Acclaimed Contributor.
Solution

Re: Force Template Selection

Hello Dwayne,

Templates cannot be restricted per item. The user will see any templates that his role(s) have access. The default template for this user will be selected or used - it depends on how the user created the new item.
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Dwayne Boykin
Valued Contributor.

Re: Force Template Selection

Thks George, I was afraid of that possible limitation. Does any of the newer versions stop and allow a template selection before continuing to the open new process?
George M. Meneg
Acclaimed Contributor.

Re: Force Template Selection

Hello again,

No, on OVSD 5 the list cannot be restricted per item either. However the sd_dataform equivalent of OVSD5 permits use of template for new item.

The sad thing is that this can be done on OVSD 4.5 (sd_dataform.bat) also (provided that is run on special way, not for public!!!) but thing is that the ability is there and with little tweaking HP could offer it.
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