A user can control the behavior behaviour of the Record Template selection dialog, such as the condi-tions conditions under which the dialog will appear automatically.
Follow these steps to modify the Record Template dialog's behavior:
- Open the Select A Record Template dialog.
- Click the Options... button to open the Aptify Record Template User Options dialog.
- Set the configuration options as described below to control
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- the behavior
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- of the Select A Record Template dialog:
- If you want the Select A Record Template dialog to appear each time you open a new record
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- from any
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- service, configure the following options:
- Select
- service, configure the following options:
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- the Show Template Dialog when creating new records
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- option.
- Select
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- the For All Services
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- option, if not already selected.
- option, if not already selected.
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- If you want to configure the Select A Record Template dialog to appear only when opening new records for specific services (for example, a Persons record, Companies record, etc.), configure the following options:
- Select
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- the Show Template Dialog when creating new records
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- option.
- Select
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- the Set For Each Service Individually
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- option.
- If you want the dialog to appear for the current service, select
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- the Show for new [Service name] records
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- option.
- option.
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- If you
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- do not
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- want the dialog to appear for this particular service, leave this option cleared.
- want the dialog to appear for this particular service, leave this option cleared.
- For each service, you can specify one of the available Record Templates as the default template. The system loads this template automatically each time you open a new record in this service. Note that the Select A Record Template dialog is not displayed when you select a default template. Follow these steps to specify a default template for this service:
- Configure the service's Record Template options to disable the dialog for all users, or disable the dialog for this particular service.
- Click the ellipsis (...) button in
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- the Default Record Template for [Service name]
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- field to open the Select A Record Template dialog.
- Select one of the available templates to use as the default for this service. The selected template then appears in
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- the Default Record Template for [Service name]
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- field.
- field.
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- Click OK to save your changes and return to the Select A Record Template dialog.
