Once you have successfully subscribed to a number of templates, you will be able to use them to speed up your use of common tasks within HelpMaster. Any screen that allows the use of templates contain a drop-down box that will be populated with your subscription list.
The screen shot above shows the helpdesk job screen that has populated the templates box with only the users subscribed to templates. Populating only the subscribed-to templates is because the user checked the Populate drop-down boxes with subscriptions checkbox on the Subscription screen. If the user then wishes to use a template that they have not subscribed to, the last entry in the drop-down box will always be "All Job Templates". Selecting this will re-populate the drop-down box with a complete template listing. See Subscribing to templates for further information about this setting
The main toolbar also contains a drop-down box that is populated with your helpdesk job template subscriptions. If you have nominated one of your helpdesk job templates subscriptions to be the default, this will automatically be selected when you start HelpMaster.
Note: If a helpdesk job template is selected at the time of logging a new job, this template will be applied to the new job. In the screen shot below, the "Bug Report" helpdesk job template will be applied if a new job is logged via any means.
Similarly, whenever the action screen is displayed for adding a new action, the Template drop-down box is populated with your action template subscriptions.
See also