Creating Templates for Multiple Users
Aptify recommends that an administrator follow the process outlined below to create templates for system users:
- Follow the standard procedure for creating a new -template that is available to all users. This process is described in the Creating Record Templates. For information on view templates, see the Creating a View Template.
- 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.
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- 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.
- Follow the steps in Specifying User Access for a Record Template or Category if you want to limit access to this template to a specified set of users.
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