Creating a View Template

Follow these steps to save a view as a template:

1. Open the View Properties dialog for an existing view that you want to use as a template.
2. Click the Save Template... button.
   
   
   
   • The Save Template dialog loads.
     
     
3. On the Save Template dialog, enter the name of the template in the Name field. You can also enter a Description (optional).
   
   
4. Create or select a template category from the Category drop-down list.
   • Each category appears as a tab heading in the Select A Record Template... dialog when selecting a view template.
   • Follow these steps to create a new category for your template:
     
     1. Click the New button next to the Category field to open the New Template Category dialog.
     2. Enter a name for the new category in the field provided and click OK.
        
        

   The system automatically creates a new Entity Record Template Categories record for the category. This category is available to all users by default. See About the Entity Record Template Categories Form for more information on Entity Record Template Categories.

5. Click OK.