Create a Template

GUIDE STATUS: IN REVIEW 

Overview

There are two use cases for creating a template. First, is to create a template from scratch after opening a new record. While this is beneficial in the event that you have planned ahead and know you will be creating many projects, forms, etc. that are similar in advance, this is usually not the case. The second use case, used more often, is to create a template based upon a project, form, etc. that already has values filled in.

Creating a Template from an Existing Record

1. For this example, a project template will be created.

2. Navigate to the record that you would like to create a template from.

3. Make sure you toggle your template bar by following the Toggle the Template Bar guide.
4. Click the plus button on the right side of the template bar to create a template from the existing record.
   
   
   
   
5. A window will appear titled Create New Template.
6. Give your template a name and description in the Name and Short description fields.
   
   
   
   
7. Make sure that Active and Show on template bar boxed are checked so that your template is usable and you can access it from the template bar.

8. Now you can edit your template. Depending on how many fields were filled out in the original record, you might have many fields pre-populated, or almost none.

9. Take a look at the original information to determine which fields, if any, need to be edited, deleted, or created in your new template. For this example, project fields will appear.
   
   
   
   
10. To delete a field from the template, use the small X button to the right of the field.
    
    
    
    
11. To add another field to the template, use the --choose field-- dropdown and select an option. Depending on your selection and type of field, fill in its --value--.
    
    
    
    

12. When you are done making changes, scroll to the bottom of the window and hit Submit.
    
    
    
    

13. Your new template should appear on the template bar at the bottom of your screen. You can now apply your template by selecting it in the template bar.
    
    
    

Creating a Template from a New Record

1. Creating a template from a new record will mean most, if not all, fields will be empty and you will create your template from scratch.
2. Create a new record of your choice, in this example, a project record.
   
   
   
   
3. Once you have a blank record of your choosing open, select the create template button on the right-hand side of the template bar.
   
   
   
   
4. Follow the instructions above for editing the template information, steps 6-11.
5. Scroll down and hit the Submit button to save your template.