Follow these steps to create a new Record Template for a particular service:
- Right-click a service in the Navigation Bar (or the Folder List) and select New Record from the pop-up menu to open a blank record.
- These steps assume that you or your administrator have not previously
...
- configured the Record Templates preferences for your Aptify user.
- If you or your administrator have previously configured the Record Templates preferences for your user, the Record Template selection dialog may appear or an existing Record Template may load automatically.
- Complete the fields that you want to define in the template.
- For example, if you are creating a template for a Topic Codes sub-category that is should be linked to certain entities, enter the parent topic code in the Parent field and enter the related entities on the Topic Code Entities tab.
- For example, if you are creating a template for a Topic Codes sub-category that is should be linked to certain entities, enter the parent topic code in the Parent field and enter the related entities on the Topic Code Entities tab.
- Select the Save as Template icon from the Data Control Bar.
...
- On the Save Template dialog, enter the name of the template in the Name field. In addition you can enter a Description (optional).
- Create or select a template category from the Category drop-down list.
- This field displays the records stored in the Entity Record Template Categories service.
- Each category for a specific service appears as a tab heading in the Select A Record Template... dialog.
- Follow these steps to create a new category for your template:
- Click
...
- the New
...
- button next to
...
- the Category
...
- field to open the New Template Category dialog.
- Enter a name for the new category in the field provided and
...
- click OK.
- click OK.
...
Note The system automatically
...
crates a new Entity Record Template Categories record
...
- Click OK to save the template.
- The new template will now appear in the Select A Record Template dialog so you can use it as the basis for creating new records.
- The new template will now appear in the Select A Record Template dialog so you can use it as the basis for creating new records.