Edit Template Attributes

You can manage the attributes of a source entity template. The attributes you select will be available to users when they use the template.

 

To manage template attributes:

  1. Select Admin > Templates > Data Entry.

  2. Search for the template.

    For details about selecting a source entity template, see Searching for a source entity template.

  3. Select the Content tab.

  4. To see the default attributes associated with the source entity, select the Attributes subtab.

  5. To include an attribute in the template, select the Expand + icon so it becomes a Check mark ü icon.

  6. Select Save.