Schedule record creation from a template

You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Definition > Templates.

2. Select a template record.

3. Click Schedule.

   The Scheduled Entity Generation form appears.

4. In the Run choice list, select how frequently to create a record.

5. Complete the schedule information.

6. Click Submit.

Parent Topic:Using form templates

Related topics

Create a template using the Template form

Create templates for related task records

Create a template by saving a form

Create a module for a template

Template bar

Toggle the template bar

Scripted templates