You can create a template from an existing record.
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.
Prolog information
Metadata
Keywords:
In the Navigation pane, select a record type.
In the Group pane, right click on the record on which you want to base your template and select Export as Template.
The Save As window opens at the default template folder. Enter a name for the template.
ADDITIONAL INFORMATION:
A default extension is applied. For example, user templates are saved with the file extension .usr and extension templates are saved with file extension .ext.
Click Save.
ADDITIONAL INFORMATION:
You can now create new records using the template.
