Setup
You will need the following permission in your security group: Can change site configuration settings.
Click here to learn about permissions and security groups.
Text Snippets allow saving reusable blocks of text for easy insertion when creating callout tasks, defect quotes, or service quotes.
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How to add or edit text snippets
1. Navigate to Control Panel > Snippets.
1. Navigate to Control Panel > Snippets.
2. Click + Create snippet or Edit an existing one.
2. Click + Create snippet or Edit an existing one.
3. Complete the fields:
3. Complete the fields:
Name: Enter a name for the snippet that reflects where it will be used, as the same snippets apply to tasks, defect quotes, and service quotes.
Key: System field used to identify the snippet; use only lowercase letters and underscores.
Text: Enter the content to be inserted when the snippet is used. Markdown styling, such as headings and italics, is supported.
4. Click Save Snippet.
4. Click Save Snippet.
How to remove a text snippet
Text snippets cannot be deleted or deactivated. If the snippet is no longer required, please edit the name accordingly to be reused later.