Prerequisites
- The 'Autofill templates' setting must be enabled within your Ocean user account settings.
- The 'Sharing' setting for an Autofill template can only be modified by users with Site Admin access in the Ocean Site.
The 'Sharing' setting for an Autofill template determines which users in the Ocean Site can use the template when sending an eRequest.
- 'Private' templates can only be used by the creator of the template.
- 'Shared' templates can be used by any user in the Ocean Site that the template was created in.
Sharing During Template Creation
- When a user with Site Admin access creates an Autofill template, they can choose to set the 'Sharing' setting to either 'Private' or 'Shared'.
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- When a user without Site Admin access creates an Autofill template, the 'Sharing' setting is not available and will be set to 'Private' by default.
Sharing After Template Creation
- Click the 'Manage Autofill Templates' button in the bottom left corner of the Ocean Healthmap.
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- In the 'Manage Autofill Templates' page, the 'Sharing' column indicates the current sharing setting for each template.
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- After clicking the 'Edit' button on a template, the 'Sharing' setting can be modified and re-saved.
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Can Autofill templates be shared across different Ocean Sites?
No, Autofill templates cannot be shared across different Ocean Sites. Autofill templates are specific to the Directory Listing and request form that they were created for, and the Ocean Site that created them.