Creating Quick Fill Templates

You can create a quick fill template.

To create a quick fill template

  1. In a form, create a new record.

    Do not save this record.

  2. Complete all the record fields for which you want to define default values.

  3. In the form, click Menu (the cogwheel icon), and then click Save as Template.

    The Save Template As dialog box appears.

    If an error message appears about entering a value for a required field, then click OK to dismiss the message.

  4. Use the Template Name and Template Description fields to name and describe the quick fill template.

  5. Click Save.

  6. If a message appears indicating that you cannot save the template because a template with the same name already exists, then do the following:

    1. Click OK on the message dialog box.

    2. Click Overwrite to overwrite the existing template.

    3. In the Template Name field, type in a name to save the template with a different name and then click Save.

  7. Delete the new record.