Apply a template in a form

Your organization may use templates to help with frequently requested tasks. A template contains prepopulated fields that default when the template is selected.

Before you begin

Role required: none

About this task

This option is not available in UI11.

Procedure

  1. Navigate to the form.
  2. Do the appropriate action for your version of the UI.
    UI16
    1. Click the more options icon (More options icon) in the form header.
    2. Select Toggle Template Bar.
    UI15
    1. Right-click the form header.
    2. Select Toggle Template Bar.
  3. Select the template to apply.
    If there is a conflict between the selected template and the form, a conflict message appears with a link to view the details of the conflict. For example, if a field that does not appear on the form is populated in the template, the conflict message details identify the missing field and the value is not set. If you have a conflict message, review the details and notify your administrator if necessary.
    Specific fields are populated with values from the template.
  4. Complete the form.
    You can change any value that was populated from the template.
  5. Click Submit to create the record.