Edit entry templates
The activity owner can edit the entry templates created from custom entries.
For example, the activity owner might want to change the icon used by the template as an identifier.
Do not perform this procedure if there are no entry templates in the activity.
An entry template is a prototype of an entry. If we create a custom entry to reuse, we can save it as a template. The next time that add an entry, you have the option of adding an entry with the custom fields specified in the template. See Create entry templates.
To edit an entry template:
- Open the activity containing the entry templates to edit.
- From the title bar, click Activity Actions, and then select Edit Entry Templates.
- Click Edit next to the template to edit.
- Make the edits you want. To associate an icon with the template, select an icon.
When you associate an icon with a template, the icon is displayed in the titles of any entries created from the template.
- Click Save.
- Edit another entry template or click Close.
Parent topic:
Work with templates