Edit Template
Edit Template
Edit Template
Template Settings
| Name |
Enter name of the template for future use. It will be displayed in the Form settings menu in taskbar. |
| User |
Displays a two-digit ID of user who created the template. |
| Shortcut |
Enter or select a key combination thus assigning it to the template. You can use it in the window where you assigned it. |
| Description |
Enter any short text giving description for template (it is optional). |
| Active |
If checked, the template is active. |
| Public Use |
- Any template can by default only be used by the user who created it (unchecked).
- Check it to make the template available to all database users.
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| For Dashboard Component |
With this checkbox selected you can use this template on analytics like dashboards or ZEUS reports.
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Set Object Values
| Name |
Displays object name (criteria in tree-view):
- The first part is a caption as displayed on-screen,
- and the part in brackets is the internal object name, as shown by the Show object names function.
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| Visible |
- The field is by default checked, meaning that the object will be visible, i.e. shown when the template is active,
- otherwise it will remain hidden.
(See unchecking unused criteria).
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| Run |
- The field is checked by default, meaning that the value set will be filled into the corresponding criteria when the template is active.
- Leave it unchecked if you do not want to do so.
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| Value |
It is filled into the corresponding criteria. Instead of filling-in from template it is wise that you set other method for date fields (e.g. 1.1.2003) (see date fields in templates).
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All saved templates for the current form are listed at the bottom of the menu.
