Template bar
Use the template bar to apply, edit, and create templates.
When toggled, the template bar appears at the bottom of the form. Select a template title to apply the template to the form. Use the buttons at the bottom-right to add, edit, and access the complete list of templates.
Template Bar Elements
| Element | Description |
|---|---|
| Templates | Available templates appear in blue text on the template bar. Click a template to apply it to the form. |
| All Templates button ( |
All Templates button\)|Toggles the All Templates window.|
|Create New Template button (
Create New Template button\)|Displays the Create New Template window.|
|All Templates popup|This window displays when the All Templates button is selected. The window displays a filterable list of all available templates. Click the Edit button to the left of any template to edit that template.| |Disable Template Bar button (
Disable Template Bar button\)|Disables the template bar. To display the bar, see [Toggle the template bar](t_ToggleTheTemplateBar.md)|
For non-admins, see KB0711956 for more information on enabling the Edit button.
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