---
title: "How to sync a database in the incidents and/or actions template?"
description: "This feature lets users select predefined options directly from the incident, making sure the recorded information stays consistent."
url: https://help.trysolved.com/en/articles/82-how-to-sync-a-database-in-the-incidents-andor-actions-template
updated: 2025-11-13
language: en
alternates: [es-es]
---

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

This feature lets users select predefined options directly from the incident, making sure the recorded information stays consistent.

📌 _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
    
    ![](https://staticfiles.gleap.io/gattachments/pua0km9yIYeA0owNt4cwZ4IJ5iyXQ1smFZ102raldp5OK7ChC1ZgtpErNcOKusgTHVNfxbXN70D.png)
2.  Enter the template management module  
    a. From general settings
    
    ![](https://staticfiles.gleap.io/gattachments/IG9PWGvQrpsKvuSjtqEyepB9dZHxTJIpjEExc9UHwhoeq4wEGHYvqdCh57iYEwG3zxIMliX1d8z.png)
    
      
    b. Or from the dropdown in the main view  
    
    ![](https://staticfiles.gleap.io/gattachments/BsFQEQw8o8MqTBJqwo5gJERx1yYLFrtbFIdKUFKoxC2FyTIs4aH98XVP3ZZoaBe3WOrhGljXoOl.png)
    
3.  Pick the template where you want to sync the database  
    
    ![](https://staticfiles.gleap.io/gattachments/n0YOWzmPBoCxSAl6cjPi8ghLXoVnseAHECVqCMrqJ241WmK60F1Y76Qqs5UIrg1X1i1IkaLNRNl.png)
    
4.  Once inside, find the field where you need to sync it  
    
    ![](https://staticfiles.gleap.io/gattachments/hZBim9MRaIkAyqs71NLHpoLER0rHHvbibliS1nr2Ks7QnrHcqcx6lDtp8UWCuYsJY0oQDhgcpOJ.png)
    
5.  To be able to edit the field, hit the pencil icon on the right  
    
    ![](https://staticfiles.gleap.io/gattachments/TeHq9llwY3bpYor596osWukrAVuqJhSZh10YsHOEcSBzuZDk0QWcTIsylfM2rmFGyhE4wXED7vs.png)
    
6.  Choose a database from the “Connect to a dynamic database” button  
    
    ![](https://staticfiles.gleap.io/gattachments/xDh0kna3L88JEqCigGkgoNtWDQirRyhKaXYNApTvOxtjHVBLhJ1y56OB0h2faKmDWC1dnLGNrqh.png)
    
7.  Save the settings  
    
    ![](https://staticfiles.gleap.io/gattachments/yWPE2umCQH5lgxovQqN2Nh8o4MmFLSlakmSDM3HtoomJeYA3TZ8YntG8NvIrAZVotPVaq4u9Bdi.png)
    

💡 _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.  
    
    ![](https://staticfiles.gleap.io/gattachments/FieuOqrNrHcVSoYpNIn2YI4iXWytfTFsR921FHS55f815LXz2o5U5UcplwL99hfIKiKbmqJWH6T.png)
    
-   Whenever it’s in CREATION:  
    
    ![](https://staticfiles.gleap.io/gattachments/f80g1IIICaa6ciBxfhw7P9Ze5auDAR1oUog1jDmh1lu37sjojz23qaJ9AW8tL2PsCX5xu0FF9MP.png)
    
    -   Select if you want to hide the search bar or have them show up as tags.  
        
        ![](https://staticfiles.gleap.io/gattachments/4voajXEO7tts4Fi7KeR0cBaFsENXRlfKB3yUoK89uPnaMEHkjYtuxeLmty2FOUgJx3KmELkIDwn.png)
        
        -   Search bar  
            
            ![](https://staticfiles.gleap.io/gattachments/ITrUGBUYKr1E6BvkbOH4YoiP9QaXA7RjDUZsJU3Ett0MucjCXHjchhNIQDFC4ay6MeHbM6AWGBn.png)
            
        -   Options as tags  
            
            ![](https://staticfiles.gleap.io/gattachments/Cql66QYYSFO3nZhYvyK0cmUsndw14M0nfFomjLymG9sKedhI3BLATMW6JzJx2zDbYQQyRdyb8J8.png)