Create and maintain record templates
Record templates can help you to create records more quickly, because all the field values that are used often are saved in it, so you do not have to enter the field values explicitly for each new record.
You can create record templates for some of the record types in finance and operations apps, and only for the areas that you have access to.
You can create the following types of templates:
- User template - Templates only available to you.
- Company accounts template - Templates that are available to all users in the legal entity.
- System template - Templates that are related to system forms.
For example, you need to enter rental information for a car rental business that is in San Francisco. Because most of the customers are likely to be from the San Francisco area, it would be nice if you could automatically fill in the values for the State, Country, and City fields on the rental form.
All template titles are visible to you when you create a new record, and to other users as well, if you are creating templates that will be available for all users.
You want to avoid using names that include words, such as "commission," if it is confidential that some employees in the company have commission-based salaries.
When one or more templates that you have access to exist for a specific form and you attempt to create a new record in the form, the Select a template for page is displayed. When you select a template from the list, the new record is created and contains default information that is based on the template that you selected.
If you do not want to use templates when you create new records, select the Do not ask again check box in the Select a template for page. To display the template selection dialog box again, right-click any record, click Record info, and then click Show template selection.