Creating an object using a template
Creating an object using a template includes the common properties defined by the system specialist or another user. Override or accept these properties in the new object.
How to create an object using a template
1 In the Navigation Pane, choose Setup. Then, expand an object type. For example, expand Users.
2 Choose Create From Template. The list of available templates appears.
3 Select an available template. To move the template to the Selected list, choose Add. For example, Figure 2‑9 shows the View Only User template in the Selected list.
Figure 2‑9 Adding the View Only User template to the Selected list
Choose OK. Setup opens for the new object.
4 In Name, type a name for the new object.
5 Optionally, define other object settings.
6 Choose Save.