Create a record template to facilitate data entry

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure demonstrates how to create a record template so that field values that are used often do not have to be entered explicitly for each new record. In this procedure, you’ll create a new record for new laptops that should be added to your fixed assets. This procedure uses the USMF sample company.

  1. Go to Fixed assets > Fixed assets > Fixed assets.
  2. Click New.
  3. In the Fixed asset group field, enter or select a value.
  4. In the Name field, type a value.
    • For example, enter 'Corporate lead laptop'.
  5. In the Search name field, type a value.
    • For example, enter 'laptop.'
  6. Expand the Technical information section.
  7. In the Make field, type a value.
  8. In the Model field, type a value.
  9. In the Model year field, type a value.
  10. On the Action Pane, click Options.
  11. Click Record info.
  12. Click User template.
  13. In the Name field, type a value.
    • For example, enter 'Corporate laptop.'
  14. In the Description field, type a value.
    • For example, enter 'Corporate laptop'.
  15. Click OK.
  16. Click Close.