Hello Community,
to start with, I would like to point out this post is not about enabling the template toggle bar in the legacy view.
We have recently started using the new UI's Project Workspace. Here, when we open any project record and want to create a new benefit plan record for it, we would like to have templates available.
As you see in the legacy view, I created a few benefit plan templates, as seen in the bottom part of the image:
I want to be able to use these benefit templates in the new UI, where do I find this option, how can I achieve this, please?
Current view of the new UI when creating a new benefit plan record:
