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This video demonstrates how to use form templates to simplify form completion and how to create templates. Form templates automatically populate certain form fields to make submitting new records easier. To access form templates, click on the More Options icon on the form header. The template bar can be toggled on at the bottom of the form and provides shortcuts to apply, edit, and create templates. Users do not need a special role to access the template bar or create templates, but access to configure or apply templates created by others depends on user access controls. Different users may not have the same access to form templates. As a system administrator, you can apply templates to the current record.
