- Template: The Template Name from where you want to transfer. The 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 transfer one specific TR, select that record from the drop down in the Template Record results page before selecting the "Transfer" icon so that specific record 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.