This service stores a user's record template preferences and is applicable for Record Templates. It is not applicable for View Templates.
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The system automatically creates records in this service as necessary based upon a user's actions within the Select A Record Template and Save Template dialogs. However, an administrator or advanced user can manually create new records in these services, if necessary. |
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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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