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  1. Follow the standard procedure for creating a new -template that is available to all users. This process is described in the Creating Record Templates section in the "Forms and Records" chapter of the Aptify User Guide. For information on view templates, see the Creating a View Template section in the "Viewing System" chapter of the Aptify User Guide.
    • Aptify automatically generates the Object XML data (and the User Flag and User Value data, if applicable) in the correct format that defines the default fields for the template.
       
  2. Follow the steps in "Specifying User Access for a Record Template or Category" on page 683 if  if you want to limit access to this template to a specified set of users.