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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 certain form fields to simplify submitting new records. Access form templates through the More Options icon on the form header. The template bar can be toggled on at the bottom of the form, providing shortcuts to apply, edit, and create templates. 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. Depending on access controls, not all users may have the same access to form templates. System administrators can apply templates to current records. Applying a template automatically fills in certain fields.
