The activity owner can edit the entry templates that are
created from custom entries. For example, the activity owner might
want to change the icon that is used by the template as an identifier.
Before you begin
Do not perform this procedure if there are no entry templates
in the activity. An entry template is a prototype of an entry.
If you create a custom entry that you want to reuse, you can save
it as a template. The next time that you add an entry, you have the
option of adding an entry with the custom fields specified in the
template. For more information, see Creating entry templates.
About this task
To edit an entry template, complete the following steps:
Procedure
- Open the activity that contains the entry templates that
you want to edit.
- From the title bar, click Activity Actions,
and then select Edit Entry Templates.
- Click Edit next to the template
that you want to edit.
- Make the edits that you want. To associate an icon with
the template, select an icon.
When you associate an
icon with a template, the icon is displayed in the titles of any entries
that are created from the template.
- Click Save.
- Edit another entry template or click Close.