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Utilizing a Record Template via Interfaces

Topic Labels: Interface Designer
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qwippers
4 - Data Explorer
4 - Data Explorer

In the New: Record templates it shows a clip (screenshot below) with a button to add a "Goal" (new record) using a Record Template. I cannot figure out how to do this in Interface Designer.

How do I make such a button to use a Record Template in Interface Designer?

The ONLY way I've figured out how to create a new record using a Record Template is with the "Record picker" element. This isn't truly ideal because it's an extra step + search for the user versus the button as the announcement shows. 

1 Reply 1

Hm, what layout type are you using?  I believe you can use the Record Templates when you're adding records in layouts that reference specific tables and allow you to create records, e.g. List, Record Review, etc

Screenshot 2023-04-12 at 3.50.54 PM.png

Screenshot 2023-04-12 at 3.51.39 PM.png