Set the Default Template for a Screen

The default template for a screen is the template that initially displays when you first view the screen after logging in. There are two methods for setting the default template: using the toolbar and using templates management.

Use the Templates Toolbar

  1. In the current screen, verify the template you want to set as the default is selected in the Templates drop-down menu.

  2. Click Default Template.

    Default Template icon noted in toolbar.

Use the Templates Management Screen

  1. In the left navigation bar, select Setup & Administration, then select Templates Management.

  2. The Type column displays which screen the template applies to. Select a template for the given screen type. Click Set Default Set Default icon.

    Templates table with row selected and Set Default icon noted

  3. This update does not take effect until your next login session. Log out and then log back in to see the change.