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The Attachments tab lists any files relevant to the Entity Record Template User Preferences record. The tab becomes available when the record is initially saved.

General Tab

User (Required)

The user to whom this record applies. This links to the Users service.

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This field is reserved for future use.

Comments

Enter optional comments in this field, if desired.

Service Details Tab

This tab lists the user's record template preferences for one or more services. It is only applicable when Show Template Scope is set to Service.

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An entry for a particular service corresponds to a Service Details sub-type record, which contains the following fields:

Service

The service to which these preferences apply. This links to the Entities service.

Default Template

The template to display for this service by default. This field is only applicable when the Show Template Dialog When Creating New Records? option is cleared. This field links to the Entity Record Templates service.

Show Template Dialog When Creating New Records?

When selected, the Select A Record Template dialog appears when the user opens a new record for this service. When cleared, the dialog does not appear when the user opens a new record for this service.

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