When you click Add template button above the list, a form will be displayed. Form is divided in three steps:
In first tab TEMPLATE DETAILS you enter basic template information and template file which will be used for export. Form contains following properties:
•Name: Enter name of document template (translatable text). Required field.
•Description: Enter description of document template (translatable text).
•Template file: Contains Select file button, where you choose file containing the template. Required field.
Allowed formats are: .csv, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel, .xls, .xlsx, .txt, .doc, .docx, application/msword, application/vnd.openxmlformats-officedocument.wordprocessingml.document, .txt
Note: Since document template uses third part solution templater.info, you need to format file according to template.info format. Templater works by analyzing document and locating tags within the document. Tags can be inserted in 3 different formats:
[[TAG]], {{TAG}} or <<TAG>>
Read more about template.info formats here.
Read Templater user manual here.
Date and Time fields tags must be formatted to get fields written in correct localized format. Example For a date field in Swedish tag will look [[DateTagName]:format(yyyy-MM-dd)]. To get information of possible formats for date and time, click here.
All date and time fields in NSP are saved as UTC time in NSP database. The result could be that when a date and time field is loaded to a template it could show wrong date because the time is not converted to correct time zone. To be sure to get correct data in the templates you can specify time zone to which the date and time field shall be converted in the format, e g [[DateTagName]:formatTimeZone(Central Europe Standard Time):format(yyyy-MM-dd)]. The list with available time zones is attached below.
Time Zone ID Time Zone Display Name
Morocco Standard Time (GMT) Casablanca
GMT Standard Time (GMT) Greenwich Mean Time : Dublin, Edinburgh, Lisbon, London
Greenwich Standard Time (GMT) Monrovia, Reykjavik
W. Europe Standard Time (GMT+01:00) Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna
Central Europe Standard Time (GMT+01:00) Belgrade, Bratislava, Budapest, Ljubljana, Prague
Romance Standard Time (GMT+01:00) Brussels, Copenhagen, Madrid, Paris
Central European Standard Time (GMT+01:00) Sarajevo, Skopje, Warsaw, Zagreb
W. Central Africa Standard Time (GMT+01:00) West Central Africa
Jordan Standard Time (GMT+02:00) Amman
GTB Standard Time (GMT+02:00) Athens, Bucharest, Istanbul
Middle East Standard Time (GMT+02:00) Beirut
Egypt Standard Time (GMT+02:00) Cairo
South Africa Standard Time (GMT+02:00) Harare, Pretoria
FLE Standard Time (GMT+02:00) Helsinki, Kyiv, Riga, Sofia, Tallinn, Vilnius
Israel Standard Time (GMT+02:00) Jerusalem
E. Europe Standard Time (GMT+02:00) Minsk
Namibia Standard Time (GMT+02:00) Windhoek
Arabic Standard Time (GMT+03:00) Baghdad
Arab Standard Time (GMT+03:00) Kuwait, Riyadh
Russian Standard Time (GMT+03:00) Moscow, St. Petersburg, Volgograd
E. Africa Standard Time (GMT+03:00) Nairobi
Georgian Standard Time (GMT+03:00) Tbilisi
Iran Standard Time (GMT+03:30) Tehran
Arabian Standard Time (GMT+04:00) Abu Dhabi, Muscat
Azerbaijan Standard Time (GMT+04:00) Baku
Mauritius Standard Time (GMT+04:00) Port Louis
Caucasus Standard Time (GMT+04:00) Yerevan
Afghanistan Standard Time (GMT+04:30) Kabul
Ekaterinburg Standard Time (GMT+05:00) Ekaterinburg
Pakistan Standard Time (GMT+05:00) Islamabad, Karachi
West Asia Standard Time (GMT+05:00) Tashkent
India Standard Time (GMT+05:30) Chennai, Kolkata, Mumbai, New Delhi
Sri Lanka Standard Time (GMT+05:30) Sri Jayawardenepura
Nepal Standard Time (GMT+05:45) Kathmandu
N. Central Asia Standard Time (GMT+06:00) Almaty, Novosibirsk
Central Asia Standard Time (GMT+06:00) Astana, Dhaka
Myanmar Standard Time (GMT+06:30) Yangon (Rangoon)
SE Asia Standard Time (GMT+07:00) Bangkok, Hanoi, Jakarta
North Asia Standard Time (GMT+07:00) Krasnoyarsk
China Standard Time (GMT+08:00) Beijing, Chongqing, Hong Kong, Urumqi
North Asia East Standard Time (GMT+08:00) Irkutsk, Ulaan Bataar
Singapore Standard Time (GMT+08:00) Kuala Lumpur, Singapore
W. Australia Standard Time (GMT+08:00) Perth
Taipei Standard Time (GMT+08:00) Taipei
Tokyo Standard Time (GMT+09:00) Osaka, Sapporo, Tokyo
Korea Standard Time (GMT+09:00) Seoul
Yakutsk Standard Time (GMT+09:00) Yakutsk
Cen. Australia Standard Time (GMT+09:30) Adelaide
AUS Central Standard Time (GMT+09:30) Darwin
E. Australia Standard Time (GMT+10:00) Brisbane
AUS Eastern Standard Time (GMT+10:00) Canberra, Melbourne, Sydney
West Pacific Standard Time (GMT+10:00) Guam, Port Moresby
Tasmania Standard Time (GMT+10:00) Hobart
Vladivostok Standard Time (GMT+10:00) Vladivostok
Central Pacific Standard Time (GMT+11:00) Magadan, Solomon Is., New Caledonia
New Zealand Standard Time (GMT+12:00) Auckland, Wellington
Fiji Standard Time (GMT+12:00) Fiji, Kamchatka, Marshall Is.
Tonga Standard Time (GMT+13:00) Nuku'alofa
Azores Standard Time (GMT-01:00) Azores
Cape Verde Standard Time (GMT-01:00) Cape Verde Is.
Mid-Atlantic Standard Time (GMT-02:00) Mid-Atlantic
E. South America Standard Time (GMT-03:00) Brasilia
Argentina Standard Time (GMT-03:00) Buenos Aires
SA Eastern Standard Time (GMT-03:00) Georgetown
Greenland Standard Time (GMT-03:00) Greenland
Montevideo Standard Time (GMT-03:00) Montevideo
Newfoundland Standard Time (GMT-03:30) Newfoundland
Atlantic Standard Time (GMT-04:00) Atlantic Time (Canada)
SA Western Standard Time (GMT-04:00) La Paz
Central Brazilian Standard Time (GMT-04:00) Manaus
Pacific SA Standard Time (GMT-04:00) Santiago
Venezuela Standard Time (GMT-04:30) Caracas
SA Pacific Standard Time (GMT-05:00) Bogota, Lima, Quito, Rio Branco
Eastern Standard Time (GMT-05:00) Eastern Time (US & Canada)
US Eastern Standard Time (GMT-05:00) Indiana (East)
Central America Standard Time (GMT-06:00) Central America
Central Standard Time (GMT-06:00) Central Time (US & Canada)
Central Standard Time (Mexico) (GMT-06:00) Guadalajara, Mexico City, Monterrey
Canada Central Standard Time (GMT-06:00) Saskatchewan
US Mountain Standard Time (GMT-07:00) Arizona
Mountain Standard Time (Mexico) (GMT-07:00) Chihuahua, La Paz, Mazatlan
Mountain Standard Time (GMT-07:00) Mountain Time (US & Canada)
Pacific Standard Time (GMT-08:00) Pacific Time (US & Canada)
Pacific Standard Time (Mexico) (GMT-08:00) Tijuana, Baja California
Alaskan Standard Time (GMT-09:00) Alaska
Hawaiian Standard Time (GMT-10:00) Hawaii
Samoa Standard Time (GMT-11:00) Midway Island, Samoa
Dateline Standard Time (GMT-12:00) International Date Line West
•Language: Dropdown to select language of the document file. If you want to create documents in different languages you have to create a document template in each language separately.
In second tab choose root and child entity type for template. Use browse button to choose entity you want to export. Available entities are: Base Request, Change Management, CI, Contracts, Custom entities, Customer Accounts, Incident Management, Knowledge Base, Problem Management, Products, Request, Service Catalog, Service Order Request. Required field.
In this step you perform
custom mapping linking file tags to existing entity properties. Left
part of form is a list of all tags existing in the selected Template file. The right part holds lists of all
available entity properties for entity you selected in first step . Select
appropriate property for each tag in the list or select browse icon 
to open popup where you can
search and select property. All tags are required and must be mapped.
In this step you create a name pattern for the export file. Right part holds a list of all properties (types: string, number or decimal) referred to entity selected in first step. You can click the property placeholder to include it in the name pattern along with other text. These placeholders will be replaced with the actual value when the file is created. Each created file name will contain also current date at the end.