Use the Boilerplates
Actions menu to perform actions that apply to the Boilerplate hub and record.
| Field | Description |
|---|
| Edit
|
Click this option to open the Edit form to make changes to the general information for the currently selected boilerplate record.
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| Copy
|
Click this option to copy and modify the current record to create a new record. Then, rename and save the copied record to create a new record.
If
Deltek detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.
In most cases, copying a record with attached documents does not copy the documents to the new record.
|
| Delete
|
Click this option to delete the current record. When you delete a record, you permanently remove it from the database and it cannot be undone. Verify that the record is no longer in use before you delete it.
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| Export
|
This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View.
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| Design
|
Click this option to open the screen designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the
 that appears in the upper right corner of a field or tab to remove it from the form.
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