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Working with View Templates

Users can create templates for views that contain frequently used formatting. Then, a template and its settings can easily be loaded to a new view. This feature can simplify the process of creating new views by providing a set of built-out templates that include commonly used features.

View templates do not store Advanced SQL.


View templates support all types of views. This section provides the following information on view templates:


Note to Administrators

Aptify's view template feature is based on the Entity Record Template functionality. As with record templates, all users have access to view templates and view categories created by any other users by default. However, an administrator can modify the security settings for these templates and categories as necessary. See Administering Record Templates for details.

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