Contents Now Platform Administration Previous Topic Next Topic Template bar Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share 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 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 () Toggles the All Templates window. 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 () Disables the template bar. To display the bar, see Toggle the template bar Related tasksCreate a template using the Template formCreate templates for related task recordsCreate a template by saving a formCreate records based on a templateCreate a module for a templateToggle the template barRelated referenceScripted templates On this page Send Feedback Previous Topic Next Topic
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 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 () Toggles the All Templates window. 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 () Disables the template bar. To display the bar, see Toggle the template bar Related tasksCreate a template using the Template formCreate templates for related task recordsCreate a template by saving a formCreate records based on a templateCreate a module for a templateToggle the template barRelated referenceScripted templates
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 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 () Toggles the All Templates window. 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 () Disables the template bar. To display the bar, see Toggle the template bar Related tasksCreate a template using the Template formCreate templates for related task recordsCreate a template by saving a formCreate records based on a templateCreate a module for a templateToggle the template barRelated referenceScripted templates
