Creating Templates for Multiple Users

Aptify recommends that an administrator follow the process outlined below to create templates for system users:

1. 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.
      
2. 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.