- Submit: Select the “Submit” button or press the “Enter” key on the keyboard to finish and create the Template Record (TAD) (also known as a TR). The message, “Template Record Created Successfully” will be displayed at the top of the TR page.
- Cancel: Select the “Cancel” button to go back to TR page. If you have not saved the TR, then a pop-up window will be displayed with a message, “You have unsaved changes and will lose them if you continue. Do you want to proceed?” Select the “Yes” button to cancel the record. The TR page will be displayed.
- Revert: Select the “Revert” button to go back to the last saved version of the record. The pop-up window with a message, “You have edited the Template Record Setup. You will lose your updates if you continue. Do you want to continue?” will be displayed. Select the “Yes” button to revert, a message, “Template Record Reverted Successfully” will be displayed at the top of the TR page.
- Save: Select the “Save” button to save the TR information. The message, “Template Record Saved Successfully” will be displayed at the top of the TR page.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.