Templates for frequently used certifications

When you use the same types of certifications, a template ensures a consistent process and format.

You can use an existing certification record to create a template. Using the List tab, search for and open a certification record that corresponds to your current goals. Select More Actions > Create Template. Templates remain in Draft status.

From the List tab, you can also create certification records based on templates. Select More Actions > Create Certification from Template, and choose a template from the list. A certification record based on the selected template is created.

When you create a record from an existing template, only certain fields and their values are duplicated. Duplicated fields and their values are copied from the originating record to the new record.