Adding and editing form templates

To create a form template, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click New, or select Edit from the context menu.
  3. Select the form (entity) this template will be populating. The Form Template Editor (Entity) window opens.
  4. Populate or edit the following fields.

NOTE  Form templates for entities that support Rich Text in the Description, Summary Notes and Internal Notes fields support Rich Text on the form templates, as well. Refer to The Rich Text editor.

  1. Click Save & Close.