Store and Load Template Data

To store form data as a new template:

 1.  Click Store.
► The window Store Template Data opens.
 2.  (optional) Select Show own records, Show group records or Show all records.
 3.  To overwrite an existing template, select the template in the list.
 4.  To create a new template, enter a unique name in the field Template Name.

(optional) To organize the templates in a tree structure, use the slash (/) character in the Name. The templates are sorted by the text on the left side of the slash.

Example: The Name Frankfurt/AB123 stores the template AB123 under the node Frankfurt.

 5.  Select Permission:

Give access rights (read, read/write, or none) to this entry:

  • Group: users in your Group.
  • Other: users not in your Group.
 6.  Click Store.
► The data in the form is saved as a template.

To load template data to the form:

 1.  Click Load.
► The window Load Template Data opens.
 2.  Select which templates to show:
  • Show own records: Templates created by you.
  • Show group records: Templates created by users in your group.
  • Show all records: All templates available for you.
 3.  (optional) Click Collapse All and Expand All or click the icons - and + to hide/show templates in the tree structure.
 4.  (optional) To search for a template press Ctrl + F and enter text with the keyboard.
 5.  Click the template you want to use in the list.
 6.  Click Load.
► The form is filled with data from the template.