Using snippets
Updated in 2024.2
This article describes how to use snippets in Alloy Navigator. Snippets are reusable text blocks that help you quickly insert standard replies, signatures, troubleshooting steps, activity descriptions, and other frequently used text.
You can create snippets for your own use, organize them into categories, and share them with other users directly in the Web App. Administrators can also create and manage shared snippets in the Settings App.
Choose your task and see detailed instructions:
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To insert a snippet, see Inserting snippets
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To create or modify a personal snippet, see Managing personal snippets
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To share snippets with other users, see Sharing snippets
NOTE: To be able to use shared snippets or manage personal snippets, you must have the corresponding security permission, which is granted by the Alloy Navigator administrator.
Watch this short video to learn how you can use snippets as canned responses or in other common scenarios in Service Desk to get the most out of them.
Snippets pane
Use the Snippets pane to insert a snippet into a text field, create or modify a personal snippet, change the snippet category, or share the snippet with other users.
To access the Snippets pane, select
TIP: If you are creating snippets within action forms (for details, see Action Bar), you can use the Snippet (
) button.
The Snippets pane includes the following controls:
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New: Opens the Snippet pane, where you can create a new snippet.
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Search box: Helps you find snippets by text.
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Category tabs: Let you switch between recently used snippets, all available snippets, shared snippets, and personal snippets.
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Category filter: Shows snippets from a selected category.
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Snippet list: Displays snippets grouped by category. Expand a snippet to view its text.
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Insert: Inserts the selected snippet into the current text field.
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More actions menu: Lets you edit or delete the selected snippet, depending on your permissions.
When you create or edit a snippet, you can enter the snippet name and text, insert placeholders, and choose who the snippet is shared with.
The following sharing options are available:
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Only me: The snippet is personal and available only to you.
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Everyone: The snippet is shared with other users.
The available category field depends on the selected sharing option. For personal snippets, select or create a personal category. For shared snippets, select or create a shared category.