Apply Template

Reference documentation for using the Ivanti Neurons for ITSM Apply Template action

Written By Support Channel

Last updated 8 months ago

Overview of the Apply Template action

The Apply Template action allows you to apply predefined Templates to records within Ivanti Neurons for ITSM using the Templates API.

Purpose

Apply an existing template to a specific record of a business object in Ivanti Neurons for ITSM.

Parameters

1 Neurons for ISM Instance
1 Business Object
1 Quick Action
1 Unique Key

Output

None

Understanding the Apply Template action

The Apply Template action is used to apply a configured template to a record within a business object such as Incident. Templates in Ivanti are created by Administrators and typically include default values for key fields, such as category, priority, assigned team, or description.

Neurons for ISM System - Select the Ivanti Neurons for ITSM system that the schema will be retrieved from.

Business Object – Specify the exact name of the business object. For example: Incident

Template – The exact name of the Template as defined in the Ivanti environment.

Unique Key - The unique identifier of the record the action will run against. (RecId)

Working with Apply Template action

The Apply Template action is especially useful in workflows where records need to follow a specific structure or predefined configuration.

Create and manage Apply Template actions

Add a Apply Template action

Add the action

Use the following steps to add the action to a workflow.

Configure the action

Use the following steps to configure the action.

  1. Set values for the Neurons for ITSM System, Business Object, Quick Action and Unique Key.

  2. Click back in the main view to hide the slide-over.

Delete a Apply Template action

Use the following steps to remove the action from your workflow:

Take care when deleting an action to also remove any logic using its outputs: workflow steps may function incorrectly or break if they attempt to evaluate an output of a deleted action.