A CCP Template specifies the form templates used to build the CCP Form.


To create a CCP Template go to Setup --> Forms --> CCP Templates, and click the 'New CCP Template' button.

  1. Enter a name to identify the template, and a description.
  2. Enter the CCP Type for this template, either:
    • CCP's on base form
    • CCP's on Fixed Row Table
  3. Add the form templates you wish to include in the CCP Form (Templates will be filtered on CCP Type).
    • Form Templates must have the same CCP Type
    • Form Templates must have a CCP Key defined of the same field type. i.e. date or string.
  4. Order the templates from top to bottom in the order you wish to view form data, do this by dragging a form template up or down the list.
  5. Save the CCP template.