Use new templates with same flexibility as configuration templates

Enabled for Public preview General availability
Users by admins, makers, or analysts - Oct 1, 2021

Business value

To make sure that customer, vendor, item or employee data is created quickly and accurately, you can use templates to standardize settings when new records are created. For example, this helps ensure that settings for posting and reporting are correct, so that productivity is not interrupted when people are entering data.

Feature details

You can now use the capabilities of configuration templates with the new templates for customers, vendors, items, and employees. These include the ability to add any field, and to save and apply templates from customer, vendor, item, and employee lists.

For example, you can use personalization on the Customer Template page to add a Credit limit field to a template.

Shows how users can add new fields to customer templates using personalization banner.

You can then use the Apply template action to apply the new customer template to one or more customers.

Shows how to apply customer template on selected record in customer list.

You can also save a specific customer, vendor, item, or employee record as a template by using the Save as Template action.

Configuration templates are still available to help with developer, data migration, and integration scenarios; however, we recommend using the new customer, vendor, item, and employee templates instead.

Our developer documentation explains how to extend the new templates, and sample code shows how to keep master data and templates synchronized.

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See also

Register New Customers (docs)