Editing a View Template

Follow these steps to edit a view template:

1. Open a new view in the service associated with the template that you want to modify.
   • For example, if you want to modify a Persons view template, open a new Persons view.
     
     
2. Click the Load Template... and select the template that you want to modify.
   • The template's properties load into the View Properties dialog.
     
     
3. Modify the template's properties as necessary.
4. Click OK to save the view and close the View Properties dialog.
5. Open the View Properties dialog again for the view you just created.
6. Click the Save Template... button to open the Save Template dialog.
7. Enter the exact name of the template you want to overwrite with your new changes in the Name field.

8. Select the template's category from the Category drop-down list.

   The system will create a new template if you fail to specify the exact Name and Category for the existing template that you are attempting to edit. 

9. Click OK.
   • Assuming that you entered the correct name and category, Aptify displays a message box indicating that this template already exists.
     
10. Click Yes to update the existing template with your new changes.