Toggle the template bar

The template bar appears at the bottom of forms. It provides shortcuts to apply, edit, and create templates.

Avant de commencer

Role required: none

Pourquoi et quand exécuter cette tâche

You can toggle the template bar, which hides or shows it for all forms. The template bar is shown by default.

Procédure

1. Navigate to a form.
2. Click the more options icon () in the form header.
3. Select Toggle Template Bar.

Concepts associés

• Template bar

Tâches associées

• Create a template using the Template form
• Create templates for related task records
• Create a template by saving a form
• Schedule record creation from a template
• Create a module for a template

Référence associée

• Scripted templates