Creating a record template

You can create one or more record templates for a record type and populate the desired fields with values that you use most often.
To create a record template:
  1. Select File > New and select a record type.
  2. In the Create window, populate the desired fields with values that you use most often.
  3. Select New... from the Load list at the bottom of the window.
  4. In the New Record Template window, type a name for the template.
Related concepts
About records
Record states and state transitions
Record types
Related tasks
Submitting a record
Loading and updating a record template
Exporting record templates
Importing record templates
Modifying a record
Changing the state of a record
Marking a record as a duplicate
Finding a record
Viewing the history of the Find Record command
Printing a record or result set
Exporting records
Exporting a query or query results

Feedback