Creating a Personal record template

You can create one or more record templates for a record type and populate the desired fields with values that you saved in a template.

About this task

To create a record template:

Procedure

  1. On the HCL Compass Web toolbar, create a new record by clicking New Defect and selecting a record type.
  2. In the record form for the record type, enter the values for the record template. The data entered can be saved to the template before you create the record.
  3. In the Template field at the bottom of the window, type a name for the record template.
  4. Click the arrow next to the Load list and click Save.