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Create records based on a template

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Create records based on a template

You can create and schedule a scheduled job to create records based on a template.

Before you begin

Role required: admin

About this task

For example, you can regularly create a populated task record to perform a weekly backup.


  1. Navigate to System Definition > Templates.
  2. Select a template record.
  3. Click Schedule.
    The Scheduled Entity Generation form appears.
  4. In the Run choice list, select how frequently to create a record.
  5. Complete the schedule information.
  6. Click Submit.