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Using Quick Fill to Create Records

You can use templates to store default values for fields so that you can use those default values when you create new records. These templates are referred to as quick fill templates. They fill in fields in a form.

Your administrator can set these templates up for your organization, but you can also create your own.

For example, if you are a service representative, you could create different quick fill templates containing the values for common types of service requests that you have to log. Then, when a call for a new request that is one of these types comes in, you can simply apply the template to create a new record with all these default values.

While users can save values for read/write fields, single-value and multi-value fields which are read-only are not supported. For example, if you create a quick fill template for a contact, and enter a value in the Account Name field, that value will not saved with the template.

Once you have created a set of templates, you may want to delete the ones you no longer use, or rename some of the templates. To do this, you use the User Preferences screen. For more information, see Maintaining Quick Fill Templates.

To create a new quick fill template

1. Create a new record and complete all the fields for which you want to define default values.
2. In the form, click the menu button, and then click Save as Template.

   The Save Template As dialog box appears.

3. Use the Template Name and Template Description fields to name and describe the quick fill template.
4. Click Save.

   If a template with the same name already exists, a message appears that you cannot save the template with that name. In this case, do the following:

   1. Click OK on the Siebel message dialog box.
   2. To overwrite the existing template, click Overwrite.
   3. To save the template with a different name, type a new name in the Template Name field and click Save.

To use a quick fill template to create a record

1. In a form, click the menu button, and then click New From Template.

   The Pick Template dialog box appears.

2. In the Template list, select the template you want to use and click OK.

   A new record appears. The values defined in the quick fill template are filled in.

To use the last used quick fill template to create a record

• In a form, click the menu button, and then click New From Last Template.

  A new record appears. The values defined in the quick fill template that you used last are filled in.

To apply a quick fill template to a new record

1. In a form, click the menu button, and then click New Record.
2. In the empty form, click the menu button, and then click Apply Template.

   The Pick Template dialog box appears.

3. In the Template list, select the template you want to use and click OK.

   The values defined in the quick fill template are completed in the record.