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Enter the template fields and click OK.


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Field(All are required * )Behavior
Template Type

Shared Template: Others can copy this template to their

invitations

CJD forms

Private Template:  Only the current user can use this template

Template NameGive a name that makes sense to you and your organization
DescriptionGive any description that helps you understand what this template does
OKThis will save the
Template
template and take you back to the
invitation
CJD page
CancelTakes you back to the CJD page without saving the template


To copy a template:

While in a CJD form select the "Load a Transaction from an existing Template" icon in the bottom right corner of the page. Once the activity is completed, the gadget to load the template is not available on the page.


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Choose the Template template you want to copy and click OK.


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Fieldbehavior
Created By
  • Search by the user that created the
Template
  • template
  • Used to filter the search
Template Name
  • Search by Template Name
  • Used to filter the search
Template Type
  • Search by Template Type
  • Used to filter the search
  • Shared or Private
Search
  • Click to find matching
Templates
  • templates
  • Click in the radio button next to the
Template
  • template you want to use
OK
  • Click OK to copy the
Details
  • details
Cancel
  • Click Cancel to leave without copying

Note: If you entered any data already, it will not be overridden by the template values.

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