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This video shows how to apply form templates to simplify form completion, and how to create templates. Linked time codes for these topics appear in the YouTube description for this video. Form templates simplify the process of submitting new records by populating some form fields automatically. We access form templates through the More Options icon on the form header. When we toggle the template bar on... ... it appears at the bottom of the form and stays there... ... even if we open other forms—until toggled off. It provides shortcuts to apply, edit, and create templates. No special role is required to access the template bar or create templates... ... but the ability to configure or apply templates created by others depends on user access controls within the template. So all users may not have the same access to form templates. Here, logged in as system administrator... ... we can apply either of these templates to the current record. For example, when we apply this one… …it sets th...
