Using record templates

When you create many records with similar input, it is often useful to create a record template for the associated record type. Then you can use the record template to create new records that are populated with field values that you use saved in the template.

Record templates are available from the Load list at the bottom of the create record form. This list is a personal list of templates created by a user with authority to submit records. This list cannot be shared between users.

You can set a record template as the default for new records of the associated record type. When you set a record template as the default, it appears in the list of templates with two asterisks beside it. For example, **newdefect might be the name of your default record template for Defect records.

Record templates are stored in the user database.

Record templates are stored on your file system. You can export and import record templates to share them across your organization.