How to create a Record Template

The creation of a Record Template requires producing an XML description that details:

• Which fields are to be copied from the source record.
• Which input values are to be specified when the Template is used.
• The maximum number of records to be created.
• Whether a starting IRN may be specified.
• What data to show for each record created in the Template report.

To create a Record Template:

1. Search for or retrieve a group of records.
2. Select Templates on the Tools tab of the Ribbon to display the Record Templates box with a list of predefined Record Templates.
3. Click New to display the Record Template Properties box:

   

4. Enter a descriptive name for the Record Template in the top text field.
5. In the Record Template XML area enter the XML description for the Record Template.

   Tip: See The XML for a Record Template for details.

6. If required, select the Security tab to give other users permission to use this Record Template.
7. Click OK.

   Your new Record Template is added to the Record Template list.

8. Click Close to return to your list of matching records

   -OR-

   Click OK to use the new Record Template.