Specify a domain for a form template
- UpdatedAug 1, 2024
- 1 minute read
- Xanadu
- Navigation and UI
Associate a form template with a domain other than global and specify the users and groups the template applies to.
Before you begin
Role required: admin
Procedure
- In the Filter navigator, enter sys_template.do.
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On the form, fill in the fields.
Table 1. Template form Field Description Name Name for your form template. Table Table associated with your form template. For example Incident or Case. Active Option to enable or disable the form template. Application Application for the form template. The form is Global by default. Domain Domain you want to associate the record with. - This field only displays if you have access to more than one domain.
- Templates are global unless a domain is specified.
- Templates spawned from this record retain the domain of the record.
User The user or role this template is specified for. Groups Groups that have access to this form template. Global Option to provide the form template globally. - Select Submit.