Configure a template value field

Select desired fields to create a form template in the Template section of a form.

Before you begin

Role required: user

About this task

Template value field selections sync with live updates.

Procedure

1. Open a record.
2. In the Template section of the form, select the associated table.
   For example, Incident.
3. In the Template field, select a field and a value for your template.
   Note:

   The table you selected determines which template value fields are available.
4. Select Save.

Result

The template value fields are visible on the form in the Template section.

Example

Selecting field template values.

1. In the Template section of the form, select the Incident from the Table field.
2. In the Template field, select Description and enter Test text. A description is added to the template.
3. Select Approval from the Template field. A list displays with approval values.
4. Select Caller from the Template field. A list displays to select a caller.
5. Select Active from the Template field. The option appears to activate or deactivate the record.
6. Select Save.