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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).

Case template creation pop-up

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).

Case template edit button

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).

Case template export button

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).

Case template delete button


Last update: September 3, 2021 08:45:00