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Question

IFS Applications 8 | can you share templates with other users

  • July 18, 2023
  • 1 reply
  • 61 views
K
Do Gooder (Customer)
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I have set up all the fields within a form and have saved this as a temple. This took a few hours to create, and I want to see if there is an opportunity to share this with other users in my team to save the pain of having each user having to set this up

 

1 reply

matt.watters
Superhero (Partner)
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  • matt.watters
  • Superhero (Partner)
  • 566 replies
  • August 10, 2023

This is shown in Apps10 but I recall this should apply in Apps8.

Here I have a template for an Audit.

This appears in my personal profile here:

 

I can right-click on this object and Copy Values to Profiles.

 

Then you can select into which Base or Personal Profiles you want to copy the template.

 

If a response resolves your issue, please use "Best Answer" so that the thread can be closed and others can find solutions more easily. Regards - Matt

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