Template Headers

A header determines the name under which a template is offered when creating a case and who may create a case from it. One template can have multiple headers: you can then offer the same process under different names to different groups of users, for example "Equipment request" to all employees and "Equipment replacement" only to the IT department. You manage headers in the template on the Headers tab.

The first header is created automatically when a new template is saved for the first time and has the same name as the template.

Header list

No.ElementPurpose
1Add headerOpens an empty detail of a new header.
2FilterWindow for a filter with multiple conditions. Next to it are the AI filter assistant (only when AI is enabled) and full screen.
3Default nameHeader name. The list is sorted by it.
4Name – languageOne column with the name translation for each application language.
5Header codeCode for calculations and integrations, see Header detail.
6StatusActive or Inactive.
7Column filterFilter field below the heading of each column.
8Row menuHeader actions, see below.

Below the list, as usual, are the record count, View, Customize columns and Export list to file. Open a header by double-clicking its row.

Header actions

ActionPurpose
EditOpens the header detail.
StatusAfter you confirm the question "Do you really want to change the header status?", switches the header from active to inactive or vice versa.
DeleteAfter you confirm the question "Do you really want to delete the header?", deletes the header together with its roles and organizational units. Deletion cannot be undone. Pressing the Delete key on the row does the same.
CopyWithout any further prompt, creates a copy of the header named clone(1)_<název> (the number increases with further copies). The copy takes over all settings including roles and organizational units, but it is inactive. Edit its name and activate it.
Better deactivate a header from which cases have already been created
An inactive header is no longer offered for creating cases, but it is preserved. Deletion is permanent.

Header detail

No.ElementPurpose
1CloseReturns you to the header list. If there are unsaved changes, TAS asks.
2SaveSaves the header and keeps it open.
3Save and closeSaves the header and returns you to the list.
4StatusActive – the header is offered for creating cases. Inactive – it is not offered.
5Header codeOptional technical code. Calculations read it with the lib.getHeaderCode() function and use it to assign a header to a case with the lib.setHeaderByCode('…') function, for example when a case is created by another process. The code is also available in overviews and for integrations.
6Default header nameRequired. The user sees the template under this name when creating a case. The header name is also displayed on created cases.
7Name (language)Translation of the name into the first application language.
8Other language variantsExpands fields for translations into other languages.
9AI translationFills in translations using AI. Only when AI.enabled is on.
10Visible to internal users onlyThe header is not offered to users who have the External login flag in their account.
11Case visible to roleUsers with the selected role see all cases created through this header. It complements the visibility set on the Template tab.
12Always allow users of this role to hand over tasks and trigger eventsUsers with the role see tasks of cases of this header, can take over and hand them over, and can trigger case events. Works the same as the field of the same name on the Template tab, only for cases of this header.
13Organizational units that will be able to start casesA case can be created through the header by a member of any selected unit and also by its manager. Multiple units can be selected.
14Roles that will be able to start casesA case can be created through the header by a user with any selected role. Multiple roles can be selected. On saving, the $Administrator role is always added here.

Fields marked with the G label also change the behaviour of cases that have already been created.

Who may create a case

A user is offered the template in New Case when all of the following apply at once:

  1. The template has the status Operational.
  2. The header is Active.
  3. The user has one of the roles in the Roles that will be able to start cases field, or is a member or manager of one of the units in the Organizational units that will be able to start cases field.
  4. If Visible to internal users only is checked, the user must not have external login.

Users with the $Administrator or $Poweruser role can create a case through any active header of an operational template, regardless of point 3.

An empty header lets nobody in
If you do not fill in any organizational unit and no role other than $Administrator for a header, only administrators and users with the $Poweruser role can create a case through it. To make the template available to everyone, add the $AllUsers role.

How to offer a process to another group under a different name

  1. On the Headers tab, open the row menu of an existing header and choose Copy.
  2. Open the new header clone(1)_….
  3. Overwrite the Default header name and translations, fill in the Header code.
  4. Adjust the roles and organizational units that may create the case.
  5. Switch Status to Active and click Save and close.
Where Links is
The Links button does not connect templates or headers. You will find it on the Tasks tab, and it opens the list of links between template tasks. It is described in the Template Graph article.

Related: Template tab; Template list; Template Graph.

Importing, Exporting and Copying a Template

Case statuses
Syca (opens in a new tab)

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