All fields in this section of the Copy Template Record pop-up window are auto-populated from the retrieved Template Record (TAD) (also known as a TR). The Source Record contains the following:
- Template: The Template Name from where we want to copy. The Template Name used to retrieve the TR will be populated as the Source Record Template.
- Effective Date: The Effective Date of the selected TR in retrieve. There may be more than one TR associated with a Template Name. To copy from one specific TR, select that TR from the drop down menu in the TR results page before selecting “Copy” icon so that specific TR will be populated with the desired Effective Date in the Source Record.
- Effective Time: The Effective Time of the Source Record copied from the retrieved TR.
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.