Applying Quick Fill Templates to New Records

You can apply a quick fill template to a new record.

To apply a quick fill template to a new record

  1. In a form, create a new record by completing the required fields only.

  2. Save the record and then drill down on the new record.

  3. In the form, click Menu (the cogwheel icon), and then click Apply Template.

    The Pick Template dialog box appears.

  4. In the Pick Template list, select the template you want to use, and click OK.

    The values defined in the quick fill template are populated in the record.

  5. Save the record.