Working with Business Object Templates
1 min
templates are designed to speed data entry in commonly completed fields in business object forms a template contains defined content for one or more fields in a business object form when you apply the template to a business object form, the application transfers the defined content into the business object form for example, an incident template could contain defined entries for the category and summary fields when creating a new incident, you can apply the template either before or after saving the incident by applying the template, you avoid having to fill in the category and summary fields manually templates can be used with any type of business object, but are typically used with frequently used business objects like incident, change, assignment, and journal several templates for these business objects are included in a business object can have any number of templates associated with it for example, the incident business object could have dozens of available templates, each for a different, commonly encountered issue all users have the permissions necessary to use templates when creating records in addition, certain user roles and permissions have the ability to create and edit templates you can create a template with a completely new design, or you can base your new template on an existing record or similar template when you edit a template, you can add and delete fields, change content in a field, create new related records, and link existing related records