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PLD - Standardizing form headers

Former Member
0 Kudos

Hello - I am formatting all my customers marketing documents and wanted to know if there was a way to design the layout the of header and copy it to all marketing documents.

I am trying to standardize the look and feel of each form, while providing customization such as logo etc.

Any tips or tricks anyone can recomend?



Accepted Solutions (1)

Accepted Solutions (1)

Active Contributor
0 Kudos


If you just want the Header, Open both your Source PLD and Target PLD, then Select all the fields on the Header in the Source PLD and click and select your Target PLD. Click on the Header and Paste.

NOTE: To help, first Select all the fields on the Header of the target and HIDE them (uncheck Visible). PLEASE DO NOT DELETE.

Also, Under Administration > Utilities > Duplicate Layout template....TO DUPLICATE THE WHOLE TEMPLATE


Answers (0)