Customize the Look and Feel of the Template
To customize the look and feel of your Template, click on ‘Edit By Sheet’ to download the template attributes into a spreadsheet for simple and quick editing.
Please note that some of the form tabs/fields are unavailable to modify. Those columns are shown with a dark-grey background.
Tip: Once you have completed your updates, such as renaming the label, make sure you click the ‘Load’ button in cell A1 to save the changes to the database. Saving the Wizard workbook does NOT save the template updates to the database.
An excel worksheet will open in the Wizard similar to the truncated image below:
The Edit by Sheet functions in the same way a Wizard does. Editable section is accessible via a form by double-clicking the record you wish to modify.
The Display, Mandatory, Custom View Label, Comment and Read-Only fields in the Column Setup tab are editable for each column.
When all changes have been made click ‘Validate Only’ on the Excel sheet to ensure all columns are correct. Then click ‘Load’ to update the Template changes and close the Excel worksheet:
Click ‘Save To Repository’ on the ‘Manage Templates’ form to save changes to the database.
Click ‘Close’.
Refer to section: