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Overview

There are two use cases for creating a template. First, is to create a template from scratch after opening a new record. While this is beneficial in the event that you have planned ahead and know you will be creating many projects, forms, etc. that are similar in advance, this is usually not the case. The second use case, used more often, is to create a template based upon a project, form, etc. that already has values filled in.

Creating a Template from an Existing Record

1. For this example, a project template will be created.

2. Navigate to the record that you would like to create a template from.

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3. to the Related Links section.
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   Click Save as New Template.
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   A dialog box will appear. Fill in the Template name and Description.
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   Make sure you toggle your template bar by following the Toggle the Template Bar guide.
   
   
   

4. Depending on how many fields were filled out in the original record, you might have many fields pre-populated, or almost none. Now you can edit your template.

5. In the case of this example, there aren't many fields that have populated, but take a look at the original information to see if anything needs to be changed.
   
   
   
   
6. To delete a field from the template, use the small X button to the right of the field.
   
   
   
   
7. To add another field to the template, use the --choose field-- dropdown and select an option. Depending on your selection and type of field, fill in its --value--.
   
   
   
   

8. Click Update to save your template changes once you are finished editing.
   
   

Creating a Template from a New Record

1. Creating a template from a new record will mean most, if not all, fields will be empty and you will create your template from scratch.
2. Create a new record of your choice, in this example, a project record.