Templates

• How do templates make submitting new records easier?
  • Automatically
    • Templates allow fields to be populated automatically, simplifying the process of submitting new records
• How to work with Templates?
  • More Options
    • Click the more options icon from the form header
    • Then click toggle template bar to work with templates
• How to Edit Templates Manually
  • Bottom
    • Use the template bar at the bottom of the form to manually apply, create, or edit templates
• Should everyone have access to templates?
  • No, access should be limited
    • Template creation should be restricted to select groups as it can be used to by-pass process, like mandatory fields, UI polices, etc. This is especially important for any record using condition based workflows