Auto Applying Field Templates

  1. Select File > Setup > Field Template to open the Field Template Manager window.

  2. Select the database you want to work with.

  3. Highlight the field template you want to automatically apply and click Auto Apply. The Auto Apply Configuration window appears.

  4. If you want to auto apply the selected field template when using a certain code, check Only auto-apply on records and then select the code.

  5. Select when you want to auto apply the selected field template (when adding or cloning).

  6. Click Done.

IMPORTANT: For code-dependent, automatic field templates to work, the Prompt for Code setting on the User Preferences window's Appearance tab must be checked (turned on) for the selected database.

This means that for:

Database

This user preference setting must be checked

Names database

New Name: Prompt for Class Code

Matters database

New Matter: Prompt for Case Code

Events database

New Event: Prompt for What Code

Click here for more information about user preferences.