How to create a new Record Template from an existing record
If you have an existing record open in your Workspace. You can create a Template from this record.
Required System Role: Standard User
Required Team Role: Viewer
On the right-hand side of the record (adjacent to the Save and Clone buttons), click on “Save as Template” (1).
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A pop-up will appear to fill in the required fields to name (2) and categorise (3) the Template.
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Once you have entered the relevant details, the “Save” (4) button will become highlighted for you to Save your edits.
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A pop-up success message will then appear (5) and your Template will now be available to use.
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