Creating Records Using Quick Fill Templates

You can use a quick fill template to create a record.

To use a quick fill template to create a record

  1. In a form, click Menu (the cogwheel icon), and then click New From Template.

    The Pick Template dialog box appears.

  2. In the Template list, select the template you want to use, and click OK.

    A new record appears, populated by the values defined in the quick fill template.