You can specify default templates for creating the following record types in Recommend mode:If you want to choose a template at the time of record creation, set the template option to Always prompt for template or Prompt for template.
| When you select Prompt for template, the system will prompt you for a template the first time you create a record during the session. For subsequent records, the system will remember the most recent template used during record creation. If you want to be prompted each time a new record is created, select the Always prompt for template option.
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If you use this option and have selected a list of Preferred Templates, only those templates will display in the list for each record type.
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