Article ID: 7401

Changing or Modifying a Formattable Clipboard Template

Take the following steps to edit a Formattable Clipboard:

  1. Click File on the menu bar and select Setup, Templates, and Formattable Clipboard to open the List of Clipboard Formats window.
  2. Select the record type of the Formattable Clipboard from the Record Type drop-down list.
  3. Click the name of the Formattable Clipboard.
  4. Click Change Icon to open the Edit Clipboard Format [Record Type] window.
  5. Edit the form.
  6. Click Save & Close to close the Edit Clipboard Format [Record Type] window.
  7. Click Close to close the List of Clipboard Formats window.