Working with Record Templates

Aptify's Record Template functionality simplifies the process of creating new records. When opening a new record, a user can select from a list of pre-defined templates that already have one or more fields filled in. For example, if you need to create a set of Topic Codes and link them to the same set of services, you can create a Record Template that already has the list of services configured and populates them automatically when you open a new Topic Codes record.

Using Record Templates reduces the amount of repetitive information that a user needs to complete on a form. Users may enter as many or as few fields as necessary, and there is no need to complete required fields, which makes Record Templates more flexible than record cloning.

This topic provides an overview of how to perform the following tasks using record templates:

• Creating Record Templates
• Using a Record Template to Create a New Record
• Configuring Record Template Options

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