Create a template using the Template form
Create a template record for any table to populate certain fields automatically.
Before you begin
Role required: template_editor_global or admin
About this task
[Omitted video] Description: Create a template using the Template form.
Templates enable users to more quickly and uniformly complete records.
Procedure
Navigate to All > System Definition > Templates.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of this template.Note: The template name can't match an existing table name. |
| Table | Table that this template applies to. Select Global to make the template available for use with all tables.Note: The table list shows only the tables and database views that are in the same scope as the template. |
| Active | Option for making the template available for use. A template must be active to be used. |
| User | User who can configure and apply the template. If you define a user, no other users can see the template unless you select the Global option. |
| Groups | Group whose members can configure and apply the template. If you define a group, no other groups can see the template unless you select the Global option. |
| Global | Option to enable any user who can access the templates to view and apply this template. |
| Short description | Description of the template. Note: Adding content to this field doesn’t add that content to the Short description field of the forms that use this template. |
| Template | Content that automatically populates records that are based on this template. Select a field from the specified table in the left column and then enter the data to populate automatically in the right column.Note: Even though you can select dot-walked fields in the template, they don’t apply to fields that are on the form. |
| Link element | Template that links a child table with the template for the parent table. In the template for the child table, set the value to the field that references the parent table. After you set the value, the child template is explicitly linked to the parent table. Note: This field doesn’t appear by default. Configure the template form to add the field. |
- Select Submit.
Parent Topic:Using form templates
Related topics
Create templates for related task records
Create a template by saving a form
Schedule record creation from a template