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How to update the template of an incident

Update an incident so it loads the latest version of its template, bringing in new fields or adjustments made without changing its historical information.

When changes are made to an incident template —whether new fields have been added, structures modified, or some fix has been applied by development— it's possible that already created incidents won't automatically show those updates. To avoid inconsistencies and make sure an incident uses the latest version of its template, you can sync it manually.

🛠 When do you need to sync an incident?

Syncing helps when:

  • Fields have been added or updated in a category's template.

  • A mistake in the design or logic of a template has been fixed.

  • An old incident needs to match the new structure to stay consistent.

  • A field doesn't show up right or doesn't load like it should.

🔁 How does syncing work?

  • Go to the incident details specifically

  • Check that the changes haven't been made (in this case a new “Client” field)

  • Tap on the category that's already selected

  • Select it again

  • Make sure the update was done right

💡 Important notes

  • Syncing must be done individually for each case. This lets you control which cases need to be updated without affecting historical records that should keep their original structure.

  • If any field with relevant info for that case has been removed, it will also disappear.

  • It doesn't change the info that's already saved, but updates the available structure from that moment on.

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