Creating Detail Form templates

Use the Templates window to add new Detail Form templates. A Detail Form template is a set of default values for fields and detail lines on the Detail Form. They can be used to enter data more quickly by automatically assigning values and entering lines.

To create a template:

1. Click Templates.
2. Click the Add button above the Templates list.
3. Enter an ID and Description for the template.
4. Select the field that the template will End Focus On.
5. Select the default replacement option.
6. Add fields to the template.
7. Click Save.

To add a field to a template:

1. Click the Add button above the Header Fields list.
2. Select the position of the field that you want to default.
3. Select the field that you want to default.
4. Select the Field Value.
5. Select the Replacement option.
6. Click Save.

To add a detail line to a template:

1. Click the Add button above the Detail Lines list.
2. Add fields to the detail line.
3. Click OK.

To add a field to a detail line:

1. Click the Add button above the Detail Fields list.
2. Select the field that you want to default.
3. Select the Field Value.
4. Select the Replacement option.
5. Click Save.

 


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