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Service | Customer Service, Contact Center, Fie...
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how to delete inspection template after it gets published

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Posted on by 15 User Group Leader

Dear All,

hope you all have a great day.

this is my first post in the forum, So please welcome me 

i was working on inspection template and by mistake i published it without giving it a title, i tried many different ways to edit the title but nothing works. So my question is as per the title + if it possible to edit the title after publishing the template how to do it.

Thanks in advance.

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Abdelaziz-Ali,

    Yes, you can not directly modify it once it is published. As a workaround, you could copy your published template and then modify its name.(This would automatically generate a new record.) Or use power automate flow to change its name.(However, its title can't be changed)

    Copy

    1. Select your published inspection template and click the Copy button.

    pastedimage1656551425905v3.png

    2. It would generate a draft record and you can modify its title and then publish.

    pastedimage1656551494230v4.png

    pastedimage1656551607311v5.png

    Power Automate Flow:

    pastedimage1656551853831v8.png

    It can change its name, however it can't change the title in the page:

    pastedimage1656551843480v7.png

  • Abdelaziz-Ali Profile Picture
    15 User Group Leader on at

    Thanks for the reply, yes i know about the copy into a new draft, but is it acceptable not to be able to change the title! :D

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