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This video demonstrates how to use form templates to streamline form completion and how to create templates. Form templates automatically populate some form fields to simplify submitting new records. Access form templates through the More Options icon on the form header. Toggling the template bar on allows for shortcuts to apply, edit, and create templates, and it stays at the bottom of the form until turned off. No special role is needed to access the template bar or create templates, but user access controls determine the ability to configure or apply templates created by others. Not all users may have the same access to form templates. As a system administrator, we can apply templates to the current record.
