Template bar

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

    • Use the template bar to apply, edit, and create templates.

    When toggled, the template bar appears at the bottom of the form. Select a template title to apply the template to the form. Use the buttons at the bottom-right to add, edit, and access the complete list of templates.

    Figure 1. Template Bar in Core UI
    Template Bar Elements
    Table 1. Template Bar Elements
    Element Description
    Templates Available templates appear in blue text on the template bar. Click a template to apply it to the form.
    All Templates button (All Templates button) Toggles the All Templates window.
    Create New Template button (Create New Template button) Displays the Create New Template window.
    All Templates popup This window displays when the All Templates button is selected. The window displays a filterable list of all available templates. Click the Edit button to the left of any template to edit that template.
    Disable Template Bar button (Disable Template Bar button) Disables the template bar. To display the bar, see Toggle the template bar

    For non-admins, see KB0711956 for more information on enabling the Edit button.