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Administering Quick Fill Templates


Users can create quick fill templates for their personal use. Administrators can make these templates public so that all users have access to them. For information about creating Quick Fill Templates, see Siebel Fundamentals.

To make a quick fill template public

  1. Navigate to the Administration - Application screen, then the Quick Fill Templates Administration view.
  2. Select the template record.
  3. Select the Public Flag field for the template.

Editing a Quick Fill Template

Administrators can also delete any quick fill template and make simple changes to the template record (such as name, sequence, and public flag).

To edit a quick fill template

  1. Navigate to the Administration - Application screen, then the Quick Fill Templates Administration view.
  2. Select the template record.
  3. In the Details form, edit the fields as necessary.

    The Sequence Number determines the order in which the fields are populated.

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