Using Form templates

How you use templates depends on the template Selection Method. There are 3 selection methods, Button, Menu and Prompt. If the Button selection method is chosen, there will be a template button available on your Form. Clicking this button will display a list of templates.

To select a template (Button Selection Method):

1. Open the Extender Form.
2. Enter the ID field value.
3. Click Templates.
4. Select the Template from the list.

If the Menu selection option is chosen, the Templates menu will be enabled. You will be able to select the template from the Templates menu.

To select a template (Menu Selection Method):

1. Open the Extender Form.
2. Enter the ID field value.
3. Select the template from the Templates menu.

If the Prompt selection method is chosen, a window will open prompting you for the template you want to use.

To select a template (Prompt Selection Method):

1. Open the Extender Form.
2. Enter the ID field value.
3. Select the template from the Template Selection window.

 


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