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Creating or Generating a New Request from a Template

This feature is available in Enterprise and Ultimate editions.

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Overview

There are two ways to generate a new Request from a reusable request template.

When you create a request from a template, the item inherits all the details from the template, including title and associated tasks and/or tests.

Option 1: From the Sidebar

  1. Click on the plus icon in the sidebar.
  2. Select the type of asset you want to add.

  3. Enter the asset details, and then click Save.

The Asset Tray was replaced by a static Sidebar in the Summer 2017 (17.2) release. Prior releases still display the Asset Tray.

Option 2: From the Templates Grid

  1. From the main menu, select Product > Templates.

  2. In the Request Templates section, click the Generate Request button next to a template.

  3. In the request template page, enter all necessary information.

  4. Edit the new request as necessary. The new request will display in the Requests page.