Creating a New Record from a Template in Manager

Last Updated : Jul 13, 2015 |

You can use a template to create additional records.

The options New from Template and Export as Template are available by:

  • right clicking on the record type in the Navigation pane

  • right clicking on a record in the Group pane

  • using the Details Toolbar in the Details pane

This procedure uses the Group Pane.

Procedure

  1. In the Navigation pane, select a record type.
  2. In the Group pane, right click on the record on which you want to base your template and select New from Template > Open from file.

    Manager lists available templates stored in the default directory.

  3. In the Open window, select the template file and click Open.
  4. For some record types, the Import Templates window opens.
    1. Enter the number of records to create in the Number of records to import field.
    2. In the Start with index field, enter starting index number for the new records.
    3. Click OK.
Related information
Working with Templates