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Create a template using the Template form

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Create a template using the Template form

Create a template record for any table to automatically populate certain fields.

Before you begin

Role required: admin


  1. Navigate to System Definition > Templates.
  2. Click New.
  3. Complete the form, as appropriate.
    Table 1. Template form fields
    Field Description
    Name Display name of this template.
    Table Table this template applies to. Select Global to make the template available for use with all tables.
    Note: The list shows only tables and database views that are in the same scope as the template.
    Active Option for making the template available for use. A template must be active to be used.
    User User who can configure and apply the template. If a user is defined, no other users can see the template unless the Global check box is selected.
    Group A group whose members can configure and apply the template. If a group is defined, no other groups can see the template unless the Global check box is selected.
    Global Option for allowing any user who can access templates to view and apply this template.
    Short description Description of the template.
    Note: Adding content to this field does not add that content to the Short description field of forms that use this template.
    Template The content that automatically populates records based on this template. Select a field from the specified table in the left column, then enter the data to automatically populate in the right column.
    Note: Even though you can select dot-walked fields in the template, they do not apply to fields that are on the form.
    Link element Links a template for a child table with the template for the parent table. In the template for the child table, set the value to the field that references the parent table. Once set, the child template is explicitly linked to the parent.
    Note: This field does not appear by default. Configure the template form to add the field.
  4. Click Submit.

What to do next

See Application scope .