Importing record templates

You can import a record template into your workspace.

To import a record template:

  1. Click File > Import > Record Templates.
  2. From the first page of the Import Record Template wizard, open the File Browser window to locate the record template file, select it, and click Open. Record templates files have the file extension .xmi.
  3. Click Next.
  4. On the Location and Record Type Selection page of the wizard, select the location and record type for which the record template will be imported, and click Finish.
Related concepts
About records
Record states and state transitions
Record types
Related tasks
Submitting a record
Creating a record template
Loading and updating a record template
Exporting 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

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