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- Expand the Aptify Framework Administration application heading in the Navigation Bar.
- Right-click the Entity Record Template Categories service and select New Entity Record Template Categories Record from the pop-up menu.
- Enter a Name for the category.
- Enter a Description for the category (this is optional).
- Specify the Entity to which this category applies.
- For example, if this category applies to templates for the Persons service, enter Persons in the Entity field.
- For view template categories, enter Views in the Entity field.
- Leave the Parent field blank. (This field is reserved for future use.)
- Specify a Rank, if desired.
- Rank determines the order in which category tabs appear in the Select A Record Template dialog from left to right. The General tab always appears first.
- By default, the Rank for new Entity Record Template Categories is set to 0. With this setting, categories appear on the Select A Record Template dialog in - ascending order based on a category's record ID.
- Leave the User Flag and User Value fields blank. (These are reserved for future use.)
- Specify the security settings for the category.
- If you want this category to be visible for all users, select the Available To All Users? option, if necessary.
- If you want this category to be available to only specified groups and/or users, select the Available To All Users? option and add the specified groups and/or users to the Group Permissions or User Permissions tab.
- See Administering Record Template Security Settings for more information on setting Group and User permissions for Record Templates and categories.
- See Administering Record Template Security Settings for more information on setting Group and User permissions for Record Templates and categories.
- Save and Close the record.
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