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Loading a View Template

Follow the below steps to load a view template:

  1. Select the service for which you created a view template.
  2. Right-click and select the Create View option.
  3. Click the Load Template... button on the dialog.
    Load Template Option
  4. On the Select A Record Template... dialog, select a template for the view.
    Select a Record Template
  5. Click OK.
    • The selected view template loads with the configured preferences.

  6. Enter a Name for the view.
  7. Modify the template's view properties as desired.
  8. Click OK to load the view.

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