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Julie Doyle-Whitelock

Julie Doyle-Whitelock

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  1. From the Groups list, select a Response Template group. The Response Template list will be updated.
  2. Click New. The Response Template dialog will be displayed.
  3. On the General tab, enter required details.
  4. Select the Responses tab.
  5. In the Toolbar, select the New Item button. The Select Checklist Response dialog will be displayed. From the list, select the response to be included in the template. Repeat until all are selected.
  6. Click OK. The dialog will close and a new Checklist Response Template will be created.

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Tip

The Copy button can be used to create a new duplicate Response Template. From the Response Template list select the record to be copied followed by the Copy button.