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Note

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

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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