Copying a Customer Registration Template

Instead of creating a customer registration template from scratch, you can create a new customer registration template using an existing customer registration template. This is possible through copying a customer registration template. On copying a customer registration template, the details including the template pages, template sections, and field attributes for the template sections are copied to the new customer registration template. You can then edit the details, if required.

Prerequisites

To copy a customer registration template, you should have:

  • Customer registration template (whose copy you want to create) defined in the application

  • Template categories defined in the application

  • Template pages and sections defined in the application

Procedure

To copy a customer registration template:

  1. Search for the customer registration template in the Customer Registration Template screen.
  2. In the Search Results section, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the customer registration template whose copy you want to create.

    The Customer Registration Template for Banking or the Customer Registration Template for Healthcare screen appears depending upon the business object using which the customer registration template whose copy you want to create is defined. It contains the following sections:

    • Main - Used to specify basic details about the customer registration template.

    • Template Pages - Used to add template pages and its related sections for the customer registration template.

    • Main - The Main section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Template Used to specify the customer registration template. Yes
      Template Category Used to indicate the category for which you want to define the customer registration template. The valid values are:

      • Account

      • Person

      • Policy

      • Policy Plan

      Note: The Policy and Policy Plan options appear when you are defining a customer registration template using the C1-CustomerRegistrationTmplHC business object.
      		 Yes
      Business Object Indicates the business object using which the customer registration template is defined in the system. Not applicable
      Description Used to specify the description for the customer registration template. Yes
      Detailed Description Used to specify additional information about the customer registration template. No
    Tip: Alternatively, you can copy a customer registration template by clicking the Duplicate button in the Customer Registration Template zone.
  3. Enter the required details in the Main section.
  4. Add, edit, or remove the template pages and template sections from the customer registration template, if required.
  5. Add, edit, or remove the field attributes from the template section, if required.
  6. Click Save.
    The new customer registration template is defined.

Related Topics

For more information on... See...
Search Customer Registration Template zone Search Customer Registration Template
Customer Registration Template screen Customer Registration Template
Customer Registration Template zone Customer Registration Template
How to add the pages and sections in a customer registration template Adding the Pages and Sections in a Customer Registration Template
How to set the field attributes for a template section Setting the Field Attributes for a Template Section