Use a definition as a template

You can specify that you want to use specific definitions as templates, but this is not mandatory. When you add a new definition, you can specify that it is based on a template.

To record a definition as a template:

1. Go to:
   • General / Output / Management / Report.
   • General / Output / Management / GetConnector.
   • General / Output / Management / Analysis
   • General / Management / Entry layout.
   • General / Output / Management / Document.
   • Fiscal / Output / Management / Fiscal report set.
   • HR / Output / Management / Report set.
   • For views, go to the function that the view is a part of. Display the Views toolbar using Ctrl+Shift+K if it is not visible. Click on Views / Management in the view bar.
2.  Click on the action: Definition.
3. Select the To be used as template check box.

   Click on: OK.

To use a template for a new definition:

1. Go to:
   • General / Output / Management / Report.
   • General / Output / Management / GetConnector.
   • General / Output / Management / Analysis
   • General / Management / Entry layout.
   • General / Output / Management / Document.
   • Fiscal / Output / Management / Fiscal report set.
   • HR / Output / Management / Report set.
   • For views, go to the function that the view is a part of. Display the Views toolbar using Ctrl+Shift+K if it is not visible. Click on Views / Management in the view bar.
2.  Click on: New.
3. Select the Show templates only check box.

   Profit only shows definitions that have the To be used as template check box selected.

4. Complete the wizard.