How to Copy a Template and Add Time Set Functionality to the Template
  • 1 Minute to read
  • Dark
    Light
  • PDF

How to Copy a Template and Add Time Set Functionality to the Template

  • Dark
    Light
  • PDF

Article summary

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:

  1. Access the Template List page by navigating to Maintenance > Templates > Template Setup.

  2. Select the original template you want to make a copy of.

  3. Click the Copy button. The Copy Template dialog page is displayed.

  4. Enter a new template code and name to identify the template and select the template type.

  5. Select the Change Time set checkbox, which will enable the Use Default Time set and Custom Time set options.

  6. Select the Custom Time Set option, which enables the Time set Settings fields.

  7. Select the appropriate Time set Settings.

  8. 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.

Was this article helpful?