Configuring Record Template Options0

A user can control the behaviour of the Record Template selection dialog, such as the conditions under which the dialog will appear automatically.

Follow these steps to modify the Record Template dialog's behaviour:

1. Open the Select A Record Template dialog.
2. Click the Options... button to open the Aptify Record Template User Options dialog.
3. Set the configuration options as described below to control the behaviour of the Select A Record Template dialog:
   
   • If you want the Select A Record Template dialog to appear each time you open a new record from any service, configure the following options:
     • Select the Show Template Dialog when creating new records option.
     • Select the For All Services option, if not already selected.
       
       
   • If you want to configure the Select A Record Template dialog to appear only when opening new records for specific services (for example, a Persons record, Companies record, etc.), configure the following options:
     • Select the Show Template Dialog when creating new records option.
     • Select the Set For Each Service Individually option.
     • If you want the dialog to appear for the current service, select the Show for new [Service name] records option.
       
       
     • If you do not want the dialog to appear for this particular service, leave this option cleared.
       
       
   • For each service, you can specify one of the available Record Templates as the default template. The system loads this template automatically each time you open a new record in this service. Note that the Select A Record Template dialog is not displayed when you select a default template. Follow these steps to specify a default template for this service:
     • Configure the service's Record Template options to disable the dialog for all users, or disable the dialog for this particular service.
     • Click the ellipsis (...) button in the Default Record Template for [Service name] field to open the Select A Record Template dialog.
     • Select one of the available templates to use as the default for this service. The selected template then appears in the Default Record Template for [Service name] field.

   

4. Click OK to save your changes and return to the Select A Record Template dialog.