Configurable Screen Layout/Templates

Usage

Templates are useful when you want to register several records with similar information. You can create a template with information that is common and reuse this when entering a new record. The templates you create are stored in your user profile.

Creating a New Template

1. Click New on the Page Toolbar and start entering information.
2. Enter the name of the template and a description.
3. Now enter the values you want to store within the template.
4. Save the template.

Altering Template

If you need to change the Template values use the action menu options available with each template record.

Note: When you have set a default template, every time you create a new instance, the default template will be used and all values in the default template will be displayed.