Use Cases for Template Instances
The following are some key points before you refer the Use Cases:
- The instance creation screen as similar to that of Add Record screen except that the screen is pre-populated with data of the selected template.
- In all the use cases, when an instance of template is being created, the PRODUCTID and PRODUCTIDEXT are pre-populated with COPY-<template’s PRODUCTID> and COPY-<template’s PRODUCTIDEXT> respectively.
- Only a new copy of only template record is created. If template record has any relationship (implicit or explicit), only those relationships are copied to the instance. Child records are never copied. This means, the instance will have new relationships with the old child records.
- While creating an instance, you can add new relationship or relationships in addition to existing relationship or relationships, which were defined for the template, and will be added by default to the instance, remove any such default relationship(s) or modify the attributes of such default relationship.
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