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. Navigate to the Quick Fill Templates view.

   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. Navigate to the Quick Fill Templates view.

   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. Navigate to the Quick Fill Templates view.

   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. Navigate to the Quick Fill Templates view.

   The Templates list appears.

3. In the Templates list, select the quick fill template you want to delete, and click the Trash Can icon.

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 Quick Fill Template options in an applet menu 

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

2. Navigate to the Applet Method Menu Items list for the applet.

   An Applet Method Menu Item defines a menu item in the applet-level menu for the parent Applet object definition. For more information about Applet Method Menu Items, contact your Siebel administrator.

3. In the Applet Method Menu Items list, add the records in the following table.

   Command Field Value	Menu Text Field Value
   ApplyTemplate	Apply Template
   SaveTemplate	Save as Template
   NewFromTemplate	New From Template
   NewFromLastTemplate	NewFromLastTemplate