Templates

Templates allow you to define standard data sets or inputs for a given record in an Object Type. For instance, if you have a standard template for a work order that includes details about the tasks to be completed, that can be defaulted using a template.

Once created, templates are available to you next to the + button when creating a new record.

An example Template for an Object Type
Templates Provide Default Record Values
Templates Appear on the Record Creation Screen

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