Toggle the template bar

The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.

Before you begin

Role required: none

About this task

You can toggle the template bar, which hides or shows it for all forms. The template bar is shown by default.

Procedure

1. Navigate to a form.

2. Click the more options icon (

1. Select Toggle Template Bar.

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

Schedule record creation from a template

Create a module for a template

Template bar

Scripted templates