Using Quick Fill to Create Records

You can store default values for fields in templates, and then use these templates when you create new records. These templates, called quick fill templates, populate fields in a form. Your Siebel administrator can set up these templates for your organization, and you can create your own templates.

For example, if you are a service representative, then you can create quick fill templates containing the default field values for common types of service requests that you create. Then, when you receive a call for a new request for one of these types, you can apply the appropriate template to create a new service request with default field values.

Although users can save values for read/write fields, single-value and multi-value fields that 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, then that value is not saved in the template.

After you create a set of templates, you might want to delete the templates you no longer use or to rename some of the templates. You can perform these tasks in your user preferences. For more information, see "Maintaining Quick Fill Templates".

Creating Quick Fill Templates

You can create a new quick fill template.

To create a quick fill template  

1. In a form, create a new record.

   You will not save this new record.

2. Complete all the record fields for which you want to define default values.

3. In the form, click the menu button, and then click Save as Template.

   If an error message appears about entering a value for a required field, then click OK to dismiss the message.

   The Save Template As dialog box appears.

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

5. Click Save.

   If a template with the same name already exists, then a message appears indicating that you cannot save the template. You must 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.

6. Delete the new record.

Applying Quick Fill Templates to New Records

You can apply a quick fill template to a new record.

To apply a quick fill template to a new record  

1. In a form, create a new record.

2. In the form, click the menu button, and then click Apply Template.

   If an error message appears about entering a value for a required field, then click OK to dismiss the message.

   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 populated in the record.

Using Quick Fill Templates to Create Records

You can use a quick fill template to create a record.

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 populated in the record.

Creating Records by Using the Last Quick Fill Template

You can create a record by using the last quick fill template that you used.

To create a record by using the last used quick fill template  

• 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 last used are populated in the record.