Add, Edit, or Delete a Request Template
System Administrators can create request templates for investigators to use when sending forms to external collaborators. Request templates can automatically pull in information about a case, so investigators can easily provide external collaborators with context on their requests. You can create and manage these templates from the Request Templates page in the Data tab. For details on using request templates when sending requests, see the Send a Request to Fill in a Form article. Administrators must have permissions to request templates to add, edit, or delete them.
Add a Request Template
To add a new request template:
1. Navigate to the Request Templates page under the Data tab in Settings. Then, click the Add Request Template button.
2. Complete the following fields on the New Request Template form:
- Template Name: enter a name for the request template. Users will see this name in the "Request Template" dropdown on the New Request form.
- Locale: indicate the language of the request template.
- List Sequence: if you have multiple request templates, you can set the order in which to display them by entering a numerical value in the “List Sequence” field. By default, request templates will be ordered alphanumerically.
- Template body: enter the body text of the request template, including any case information to provide to recipients (full instructions in the next section, Add Case Fields to a Request Template).
3. Click the Save button.
Add Case Fields to a Request Template
Case IQ can populate request templates with contextual information when you add "tags" to the template body. Tags are placeholder text that Case IQ will replace with information from the case when a request is sent. You can include any case field tag in a request template.
First, find the correct tag for the case field you want to include in a request template in the Static Field Glossary. Then, add "{case." before the tag and "}" after it without spaces. For example:
| Case Field | Field Tag | Full Tag to Add to Request Template |
|---|---|---|
| Case Number | caseNumber |
{case.caseNumber} |
| Case Type | caseType |
{case.caseType} |
| Date Submitted | dateSubmitted |
{case.dateSubmitted} |
| Date Closed | dateClosed |
{case.dateClosed} |
Edit a Request Template
To edit a request template:
1. Navigate to the Request Templates page under the Data tab in Settings. Click the request template you want to edit.
2. Click the Edit button on the request template's page.
3. The request template's page will now be in edit mode. Complete your changes to the template's name, locale, list sequence, and body.
4. When you have completed your changes, click the Save button
Delete a Request Template
If you need to permanently remove a request template, you can delete it from the request template's page directly.
1. Navigate to the Request Templates page under the Data tab in Settings. Click the request template you want to delete.
2. Click the Options (
) button on the request template's page. Then, select "Delete".
3. In the "Delete Assignment Rule record" pop-up, click "Delete".
