How to edit/delete vendor account templates

(0) Share

Report

Posted on by Community Member

I've just worked out how to set up different vendor account templates thanks to other posts, but can't see how to delete superseded versions, or ideally just edit what I first created? For example I want to remove the name and search name of the vendor's account I used to make the template (or users may forget and set several up with the same name).

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Verified answer

Bilal Issa 4,370 on at

Like (0)

Report

Hi

Click Home > Setup > Record templates.

NoteNote

If you have Enterprise Portal installed, click Home and on the navigation pane, click Home > Area page to display the Home area page. You can open the Record templates form from the Setup area of the Home area page.

2. Select the System record templates check box to display system templates.

3. Click the Templates tab, select the template to delete, and press ALT+F9.

Was this reply helpful? Yes No
Bashir Ahmad 5,248 on at

Like (0)

Report

try this:

technet.microsoft.com/.../gg230906.aspx

https://community.dynamics.com/ax/f/33/t/114026.aspx

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

thanks that's great, I can delete templates now, but the edit button gives me the following error:

'Record template editing is not allowed for table with ValidTimeState enabled templates'

Was this reply helpful? Yes No
Bilal Issa 4,370 on at

Like (0)

Report

Hi ,

if that property is set , you need to create a new record as edit is not allowed.

Regards,

Bilal

Was this reply helpful? Yes No