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    Home Paris Now Platform Administration Now Platform administration Form administration Form templates Toggle the template bar

    Toggle the template bar

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    Toggle the template bar

    The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.

    Before you begin

    Role required: none

    About this task

    You can toggle the template bar, which hides or shows it for all forms. The template bar is shown by default.
    Template bar

    Procedure

    1. Navigate to a 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.
      The template bar is hidden or shown.
    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
    Related concepts
    • Template bar
    Related reference
    • Scripted templates

    Tags:

    Feedback
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    Release version
    Choose your release version

      Toggle the 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

      Toggle the template bar

      The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.

      Before you begin

      Role required: none

      About this task

      You can toggle the template bar, which hides or shows it for all forms. The template bar is shown by default.
      Template bar

      Procedure

      1. Navigate to a 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.
        The template bar is hidden or shown.
      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
      Related concepts
      • Template bar
      Related reference
      • Scripted templates

      Tags:

      Feedback

          Share this page

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