Users with the Admin role or the Develop role can start Service Builder to create and edit templates.
Service Builder can be started from three different points.
Open Service Builder in one of these three ways:
- Click the Dashboard tab, then click one of the options under Manage Template in the Guidance Menu:
- Create New Template
- Edit Template
- Copy Template
- In the global menu area, click the Tools icon (
) and select Service Builder. - Click the
Templates menu and in the
Templates pane, click one of the following:
Create,
Copy and Edit,
View Flow, or
.
Note: Update the Service Template if there is a more recent revision of the template available.
Service Builder opens in a separate browser window.