If you want to create elements to be used across many different forms you can create global elements. These differ from form specific elements in that they can be attached to any form. To create a global element, navigate to
Company Data->Advertising->SIM Elements
and click on the add icon or edit element icon.
This will open the Add/Edit Element window with the information described in the
Add/Edit/Move Element
section but the ‘Save as Template’ button will not be visible. Every element created from this screen will be created as a global element template, that can be selected in the Add/Edit Element window. You can even create global elements using global elements that have already been saved.
You can also save an existing form specific element to be global by opening up the form, editing the element and clicking the ‘Save as Template’ button. This will save the element as a global template immediately, and it will appear in the global elements lister page. However, if a form specific element contains a form specific custom field; the element cannot be saved as a global template. All the fields in the element must be global or OLX fields.
SIM - Global Elements
Copyright 2019
Revised 6.19.2019