Bookshelf Home | Contents | Index | PDF |
Siebel Fundamentals > Common Record Tasks > Using Quick Fill to Create RecordsYou 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
To use a quick fill template to create a record
To use the last used quick fill template to create a record
|
Siebel Fundamentals | Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |