Maintaining Quick Fill Templates

After you create quick fill templates, you can change some of their properties, and you can deactivate or delete the templates. You can perform the tasks in this topic only for the quick fill templates that you create.

Renaming Quick Fill Templates

You can rename a quick fill template.

To rename a quick fill template  

1. From the application-level menu, choose Tools, then 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, change the description of the template.

Deactivating Quick Fill Templates

You can deactivate a quick fill template.

To deactivate a quick fill template  

1. From the application-level menu, choose Tools, then 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 deactivate.

4. In the Active field, clear the check box.

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

Reactivating Quick Fill Templates

You can reactivate a quick fill template.

To reactivate a quick fill template  

1. From the application-level menu, choose Tools, then 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 check box.

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

Deleting Quick Fill Templates

You can permanently delete a quick fill template.

To permanently delete a quick fill template  

1. From the application-level menu, choose Tools, then 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.

Adding Quick Fill Template Options in an Applet Menu

In the preconfigured Siebel application, Quick Fill Template menu options are available for some applets such as Activity Form Applet and are not available for other applets, such as FS Invoice Form Applet. You can assign the Quick Fill Template menu options to other applets by adding Applet Method Menu Item objects.

To add Applet Method Menu Item objects to a quick fill template  

1. In Siebel Tools, select the applet to which you want to add the quick fill template options.

2. Add a new Applet Method Menu Item to the applet.

   The Applet Method Menu Item defines a menu item in the applet-level menu for the parent Applet object definition.

3. Add the following values:

   Command: ApplyTemplate

   Menu Text: Apply Template

   Command: SaveTemplate

   Menu Text: Save as Template

   Command: NewFromTemplate

   Menu Text: New From Template

   Command: NewFromLastTemplate

   Menu Text: New From Last Template

   For more information about the Applet Method Menu Item, contact your Siebel administrator.