Updating Custom Record Type Print Templates

Each custom record type has a standard print template that is dynamically generated when you create a custom record type. If you edit the custom record type, the standard template is automatically updated to reflect the changes made in the custom record type.

You can use the advanced template editor to create a custom print template for the custom record.

Note:

Customized record type print templates are not updated when the custom record type is changed.

For more information about using the Template Editor, see Advanced Templates Customization in the Template Editor.

After you have created a custom print template, you update the custom record type configuration to use the custom template.

To update the custom record type print template:

1. Go to Customization > Lists, Records, & Fields > Record Types (Administrator).

2. In the Edit column, click the name of the custom record type you want to view or edit.

3. On the Forms subtab, click Customize on the form you want to edit.

4. Select the custom print template from the Print Template list. The standard print template is listed as Default on the Print Template list on the Custom Entry Form configuration page.

5. Click Save.

Related Topics

Updating Custom Record Types

Viewing or Editing a Custom Record Type

Custom Record Types Associated with a Custom Segment

General Notices