Templates are object-specific, so you may access them from the Templates tab of the corresponding object definition.
1.In the Designer window, from the Go to drop-down list select Object Definitions. 2.Select the appropriate object definition. 3.Select the Templates tab. The corresponding Templates tab appears with a list of any existing templates defined for the selected object, as shown in the following image.
 Templates Tab 4.On the Templates tab, do one of the following actions: oTo open an existing template, click its link. oTo create a new template, click new. The General tab of the corresponding template screen appears.
5.Click the Records tab to view or modify most template definitions. |
The template screen has the following tabs:
•General—Displays the name of the template and the object it is defined for, and allows you to select a default Documents folder to be associated with each object record. See General Template Information.
•Records—Allows you to select fields, sub-objects, and related objects from a tree structure in order to define template fields, their values, and order.
