Customizing an imported record

  1. Open an imported record from these pages:
    • Search templates
    • Expressions
    • Journal user fields
    • Rule setup and rule script
  2. Click Customize.
  3. Specify your changes.
    For imported journal entry templates, a field that is determined to be unnecessary for the solution is removed or set to have a blank value.
    Note: You cannot update the Name of an imported record.
    1. Specify this information:
      Type
      Select Empty.
      Note: This setting works with the document formatter.
  4. Click Save.
    The details form is enabled for these customized records to allow subsequent changes to be made directly.

    You can compare versions of a customized record and you can revert the changes or customization made to a record.

    See Restoring imported customized records.