How to sync a database in the incidents and/or actions template?

This article is intended exclusively for Solved's internal team. Customers do not have access to incident template management

How to sync a text-type database in an incident

1. Go to settings

   

2. Enter the template management module
   a. From general settings

   

   
   b. Or from the dropdown in the main view
   

   

3. Pick the template where you want to sync the database
   

   

4. Once inside, find the field where you need to sync it
   

   

5. To be able to edit the field, hit the pencil icon on the right
   

   

6. Choose a database from the “Connect to a dynamic database” button
   

   

7. Save the settings
   

   

Tip: Always check that the database is complete and up to date before syncing it with the template. Any changes made to the database will be automatically reflected in all new cases that use that field, which makes it quick and easy to update the information. Old cases won't be affected, so you'll keep an accurate record of previously logged data.

IMPORTANT DATA

• Always make sure the issue field is a Selectable / Multiple selectable / Autocomplete / Multiple autocomplete.
  

  

• Whenever it’s in CREATION:
  

  

  • Select if you want to hide the search bar or have them show up as tags.
    

    

    • Search bar
      

      

    • Options as tags