Visibility Filters for Request Templates

FilterIt is now possible to filter the request templates view and reports by the communities that are allowed to use the templates.  The visibility options for request templates are ‘End users’ and ‘Specialists’, so the following two filters were added:

Request template filters

  • End users
  • Specialists

Pro Tip
Some organizations have request templates that may only be applied to requests by integrations.  In such cases, neither visibility option is checked in these request templates.  In View mode, the visibility of such templates shows up as ‘API only’.

Request template visibility API only

To filter out these templates, the filters ‘End users’ and ‘Specialists’ should be set to:  is not Yes

Request Templates view filtered by Visibility