Using Quick Fill to Create Records

You can store default values for fields in templates, and then use these templates when you create new records. These templates, called quick fill templates, populate fields in a form. Your Siebel administrator can set up these templates for your organization, and you can create your own templates.

Creating Quick Fill Templates

You can create a new quick fill template.

To create a quick fill template

In a form, create a new record.

You will not save this new record.
Complete all the record fields for which you want to define default values.
In the form, click the Cogwheel icon, and then click Save as Template.

The Save Template As dialog box appears.

If an error message appears about entering a value for a required field, then click OK to dismiss the message.
Use the Template Name and Template Description fields to name and describe the quick fill template.
Click Save.
If a template with the same name already exists, then a message appears indicating that you cannot save the template. You must do the following:
1. Click OK on the Siebel message dialog box.
2. To overwrite the existing template, click Overwrite.
3. To save the template with a different name, type a new name in the Template Name field, and click Save.
Delete the new record.

Applying Quick Fill Templates to New Records

You can apply a quick fill template to a new record.

To apply a quick fill template to a new record

In a form, create a new record.
In the form, click the Cogwheel icon, and then click Apply Template.

The Pick Template dialog box appears.

If an error message appears about entering a value for a required field, then click OK to dismiss the message.
In the Template list, select the template you want to use, and click OK.

The values defined in the quick fill template are populated in the record.

Using Quick Fill Templates to Create Records

You can use a quick fill template to create a record.

To use a quick fill template to create a record

In a form, click the Cogwheel icon, and then click New From Template.

The Pick Template dialog box appears.
In the Template list, select the template you want to use, and click OK.

A new record appears. The values defined in the quick fill template are populated in the record.

Creating Records by Using the Last Quick Fill Template

You can create a record by using the last quick fill template that you used.

To create a record by using the last used quick fill template

In a form, click the Cogwheel icon, and then click New From Last Template.

A new record appears. The values defined in the quick fill template that you last used are populated in the record.