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    Home Madrid Now Platform Administration Now Platform administration Form administration Form templates Template bar

    Template bar

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    Template bar

    Use the template bar to apply, edit, and create templates.

    The template bar appears at the bottom of the form. Click a template, which appears in blue text, to apply them to the form. Use the buttons to the right to add, edit, and access the complete list of templates.

    Figure 1. Template Bar in UI16
    Template Bar Elements
    Table 1. 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
    Related tasks
    • Create a template using the Template form
    • Create templates for related task records
    • Create a template by saving a form
    • Create records based on a template
    • Create a module for a template
    • Toggle the template bar
    Related reference
    • Scripted templates

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    Release version
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      Template bar

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Template bar

      Use the template bar to apply, edit, and create templates.

      The template bar appears at the bottom of the form. Click a template, which appears in blue text, to apply them to the form. Use the buttons to the right to add, edit, and access the complete list of templates.

      Figure 1. Template Bar in UI16
      Template Bar Elements
      Table 1. 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
      Related tasks
      • Create a template using the Template form
      • Create templates for related task records
      • Create a template by saving a form
      • Create records based on a template
      • Create a module for a template
      • Toggle the template bar
      Related reference
      • Scripted templates

      Tags:

      Feedback

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