Note |
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Entity Record Template User Preferences do not apply to view templates. |
The system automatically creates an Entity Record Template User Preferences record the first time a user modifies the default Record Template Options within the Select A Record Template dialog. This record stores the user's preferences, such as the list of services for which the dialog appears automatically.
Note |
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Entity Record Template User Preferences do not apply to view templates. |
An administrator can modify these preferences as necessary to control the Record Template behavior for a particular user. See "About the Entity Record Template User Preferences Form" in the Admin Guide for for more information.
In addition, an administrator can define a user's preferences even before the user accesses the Select A Record Template dialog for the first time.
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