Editing Standard Template

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Editing Standard Template

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To edit the standard template, perform the following:

 

1.On the application home page, in the left pane, click Master Standard Template. The Standard Template workbench appears on the right pane like the one shown below:

 

standard_template_workbench_zoom65

 

2.In the standard template workbench, click Filter (filter_icon) icon next to any respective column to find the required master.

 

standard_template_search_zoom46

 

3.Choose Operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to.

4.Enter operator Value.

5.Choose Filters logic from the drop-down menu as And or Or.

6.Choose Additional Operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to, if required.

7.Enter additional operator Value, if required.

8.Click Filter. The filtered masters will be displayed below.

9.Select the required master.

 

standard_template_search_result_zoom79

 

10.Click Edit (edit_icon) icon in the menu bar. The Standard Template creation page appears in edit mode.

11.Edit the required details.

12.In the menu bar, click Save (save_icon_blue) icon to save the standard template. A pop-up window appears.

 

standard_template_creation_success

 

13.Click OK.