Creating a Template from an App

This section explains how to create a template from an existing app. You can include multiple apps in an app template. Additionally, when an app references other apps for the following settings, the referenced apps are automatically included in the template:

  • Lookup fields
  • Related Records fields
  • App actions
  1. Open the system administration screen.
    Opening the System Administration Screen
  2. Click "App Templates".
  3. Click "Create".
  4. Select the source app of the template, and then click "Next".
  5. You can select multiple apps to include them together in a template pack.
  6. Fill in each of the fields and click "Save".