Entity Templates

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Entity templates are used to speed up the process of configuring a new entity within the Entity Wizard. These templates are created and set in Entity Details > Name Details. Entity Templates are maintained in Maintenance whilst such can also be created at the Global Entity Search (GES) using the RCM > Create Template Based on Entity

 

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To create a new template, select the Select Templates button underneath Name Details then Add to open the Add Entity Template screen. This is where all fields can be set and saved to a template for later use.

 

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