---
title: "Convert to Template-Workflow"
id: "convert-to-template-workflow"
project: "Revelation Server 2026"
url: "https://revelationhelpguide.clickhelp.co/articles/revelation-server-help-2026/convert-to-template-workflow"
updated: 2025-10-10T21:40:52Z
---

# Convert to Template\-Workflow

![](/resources/Storage/revelation-server-help-2026/Buttons-select-prime-gameplan.jpg)

If you have a logged ticket which should have been done via template or workflow, it can be change using the Apply Template/Workflow button. If you have permissions to make the change, you will see the following button:

![](/resources/Storage/revelation-server-help-2026/revelation-help-guide-v25/revelation-help-guide-v25/convert-to-template-workflow/ticket%20template%20button%20in%20toolbar.png)

**NOTES**:

* If you do not have access to templates and workflows, the button will not be visible.
* You cannot 'undo' the addition of the template/workflow once it is added in. Please ensure you are selecting the correct template/workflow or that a template/workflow needs to be added.
* Permission is provided via the [Permissions](/articles/revelation-server-help-2026/permissions) tab in the Admin area and is an [Advanced Feature](/articles/revelation-server-help-2026/advanced-features) of Revelation helpdesk.

To update the ticket:

* From within any ticket, click on the workflow icon, and you will get a drop down showing all the templates and workflows available to you.
* Select the appropriate template or workflow.

![](/resources/Storage/revelation-server-help-2026/revelation-help-guide-v25/revelation-help-guide-v25/convert-to-template-workflow/ticket%20template%20options%20from%20toolbar.png)

The steps from the workflow, or the actions for the template, will be added to the existing ticket. There will also be a system action note added indicating the change.