Record Templates

Memorize Template

Open a record that contains the data elements you wish to use in your template.
Select the Form menu, Memorize Template option (or press Ctrl + M).

The Memorize Template form is displayed. Each module has different groups of data that can be included in the template.
Check each area you wish to include.
Name the template.
Add comments as necessary.
(If you wish to make a template the default template to use) Check Save as Default.
Press Save to add the selected areas of the open record to your templates.

Recall Template

Open a record that has been started (a record ID needs to be assigned).
Select the Form menu, Recall Memorized Template option.

The Recall Memorized Template form is displayed with a list of available templates.
Highlight the template you wish to apply to the open record.

Note: If you have completed fields in the open record that are also included in the template, the values in the template field overwrite the corresponding open record fields.
Check Ignore Empty Fields if you wish to keep values in fields in the open record where these values are not included in the template record.
Press OK to apply the highlighted template.

Manage Templates

Access a list of all record templates from the Tools menu, Memorized Templates option.

The Memorized Template form is displayed.

Highlight a template, then do any of the following.

Choose this	To do this
Rename	Change the template name.
Properties	Access the template properties.
Set Default	Make the template the default for the record area. There can be only one default for each area.
Delete	Delete the template.
Options then select Copy To.	Copy the template to a component file.