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Maintaining Quick Fill Templates

Once you have created quick fill templates, you can change some of their properties, and you can inactivate or delete the templates.

You can only perform the tasks provided in this topic for quick fill templates you created.

To rename a quick fill template

1. From the application-level menu, choose Tools > User Preferences.

   The User Preferences screen appears.

2. On the link bar, click Quick Fill Templates.

   The Templates list appears.

3. Select the template you want to rename.
4. In the Template Name field, type a new name for the quick fill template.
5. (Optional) In the Description field, make your changes.

To inactivate a quick fill template

1. From the application-level menu, choose Tools > User Preferences.

   The User Preferences screen appears.

2. On the link bar, click Quick Fill Templates.

   The Templates list appears.

3. Select the template you want to inactivate.
4. In the Active field, clear the check box and save your changes.

   The template is no longer available for selection when you create a new record from a quick fill template.

To reactivate a quick fill template

1. From the application-level menu, choose Tools > User Preferences.

   The User Preferences screen appears.

2. On the link bar, click Quick Fill Templates.

   The Templates list appears.

3. Select the template you want to reactivate.
4. In the Active field, select the empty check box and save your changes.

   The template is now available for selection when you create a new record from a quick fill template.

To permanently delete a quick fill template

1. From the application-level menu, choose Tools > User Preferences.

   The User Preferences screen appears.

2. On the link bar, click Quick Fill Templates.

   The Templates list appears.

3. In the Templates list, select the quick fill template you want to delete and click Delete.
4. At the confirmation dialog box, click OK.