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How to sync an item-type database in an incident template?

Find out how to link a database of products or other items to an incident template so you can select them and view their attributes directly from the records.

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

🔗 How to sync an element-type database in an incident

  1. Go to settings

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


    b. Or from the dropdown on the main view

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

  4. Once you’re in, find the field you need to sync it to

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

  6. The field must be in “Multi autocomplete” mode. Select a database from the “Connect to a dynamic database” button

  7. Pick which attributes you want to show in the main list in the incidents module

  8. Save your configuration

  9. Check that the attributes you picked show up in the main list (dashboard)

💡 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 automatically be reflected in all new issues that use that field, which lets you update the information quickly and easily. Old issues will not be affected, so you keep an accurate history of the data you previously recorded.

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