Service request templates with activities.


  • I have created several activity templates.  I then added some of these templates to a service request template.  I made some changes to the Activity templates that I used but the changes were not reflected in the Service Request template.  So my question is, when a service request template is created,  does it create separate activity templates that only work with that service request?  Any Changes that I want to make to the activities must be done to the service request?
    Wednesday, August 15, 2012 5:06 PM


  • Yes and yes. Service Request templates actually contain a "copy" of the activity templates you add to it. So, changing the activity template after-the-fact, will not change the activity contained in the service request template.

    • Marked as answer by Misha Rudiy Wednesday, August 15, 2012 5:14 PM
    Wednesday, August 15, 2012 5:13 PM