Create records based on a template

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • You can create and schedule a scheduled job to create records based on a template. For example, you can regularly create a populated task record to perform a weekly backup.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Templates.
    2. Select a template record.
    3. Click Schedule.
      The Scheduled Entity Generation form appears.
    4. In the Run choice list, select how frequently to create a record.
    5. Complete the schedule information.
    6. Click Submit.