How to Copy a Template and Add Time Set Functionality to the Template?
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How to Copy a Template and Add Time Set Functionality to the Template?
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Copying a template and changing the time set is a convenient way or creating a new template. When you want to copy a template and change the time set of that template, complete the following steps:
Access the Template List page by navigating to Maintenance > Templates > Template Setup.
Select the original template you want to make a copy of.
Click the Copy button. The Copy Template dialog page is displayed.
Enter a new template code and name to identify the template and select the template type.
Select the Change Time set checkbox, which will enable the Use Default Time set and Custom Time set options.
Select the Custom Time Set option, which enables the Time set Settings fields.
Select the appropriate Time set Settings.
Click Copy.
The copy actions copies template lines, account mappings, approval role details, entity mappings, global fields, attribute and summary column details only! No formulas are copied.
The table below provides detailed information on what is copied from the original template to the copied template for line detail, line formatting, attributes, and summary columns.
| Line Detail Line Type Line Code Line Name Line Notes Line Account Mapping Line Categories (for Line Item Templates) Line Lock/Unlock Status (for Line Item Templates) | Line Formatting Bold Italic Underline Font Color Background Color Left/Right Indent Borders Hidden Number Currency Percent Decimals | Attributes Cell Level Lock/Unlock Bold Italic Underline Font Color Background Color Number Currency Percent Text Attributes and Formatting in source template Add/Edit pages (for Line Item Templates) | Summary Columns Lock/Unlock Align Width Text Currency Percent Number Summary Columns and Formatting in source template Add/Edit pages (for Line Item Templates) |
Note:
If you have existing templates you’d like to add time set functionality to, you must copy the template and add the time set functionality to the copy. Time set functionality cannot be added to the original template. This is because existing templates are already defined with a monthly time set definition by default.
Note:
If you modify the Global Template - Entity Copy template, it will not affect other entities that use the template.
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