Case Templates#
Some cases may share the same structure (customfields, tags, tasks, description, ...). Templates are here to automatically add tasks, description, metrics and custom fields while creating a new case. A user can choose to create an empty case or based on a registered template.
List case templates#
The management of the case templates is accessible through the menu Organisation > Case Templates . To manage them your profile must have the permission 'manageCaseTemplate' (refer to Profiles and permissions).
Create or upload template#
Create a case template#
In the case templates management page, clic the New template button (Organisation > Case Templates > New Template).
In the case template you can set:
- Title prefix
- Severity
- TLP/PAP
- Tags
- Description
- Tasks
- Customfields
Two fields are mandatory:
- Template name (should be unique)
- Description
Import a case template#
You can also import your case template using a file in JSON format by clicking on the Import template button (Organisation > Case templates > Import template)
Edit a case template#
To edit a case template, open the case template list and clic the edit button on the actions column (Organisation > Case Templates > Edit).
Export a case template#
To export a case template, open the case template list and clic the export button on the actions column (Organisation > Case Templates > Export).
Delete a case template#
To delete a case template, open the case template list and clic the export button on the actions column (Organisation > Case Templates > Export).
