Specifying Form and Record Templates for a View

If you want to specify a particular Form Template to be displayed when opening existing records from the view or a pre-defined Record Template to be displayed for new records opened from the view, you can define these templates on the Configuration tab.

Follow the steps below to define a form and/or record template for a view:

1. Select the Configuration tab.
   
2. If you want a particular form template to be used when opening a record from the view, specify the template in the Form Template field. This field links to the Form Templates service.
   • If this field is left blank, the user's default form will be used.
   • Note that only form templates that exist for the view's service that the user has the appropriate privileges to access are available.
   • Administrators can create new form template by selecting the Form Template link to open a new Form Templates record. See Creating a New Form Template for more information about creating form templates.
     
     
3. If you want a particular record template to be used when opening a new record from the view's toolbar or display window's context menu (by right-clicking the view in the Display Window), specify the template in the Record Template field. This field links to the Record Templates service.
   • If this field is left blank, a new, blank form for the specified service is opened. If a form template is not specified in the Form Template field, the user's default form will be used.
   • Note that only Entity Record Templates that exists for the view's service that the user has the appropriate privileges to access are available.
   • Administrators can create a new record template by selecting the Record Template link to open a new Entity Record Templates record. All other users must create new record templates using the Save Template dialog from a form's toolbar. See Creating Record Templates for more details.
      
4. Click OK to load the view.