- In Note Template editor, you must ensure the desired Name is specified, and the required dimensions exist in Dimension Layout for the Note Template.
- Click Save to save the report and the Note Template.
- In Warning dialog box, you will be prompted to confirm creating a new Note Template or when the Note is modified, click Yes.
You can remove a Note Template from a report, but it does not delete the Note Template, as it can be shared across reports. You can delete a Note Template from the Note Manager.
Once a Note Template is created and saved, you cannot change the Note Template name.
After setting the dimensions in the Note Template POV and a Note is created from the template, the Dimension Layout cannot be changed.