Field Template
Using a field template is easy to update, and they provide consistency across transactions. It can be improved regularly to meet the users’ needs. These are easily tracked and updated.
It’s recommended to add the field template to the property template when applying it to a new property (internal) form.
All Categories/ Category
Adding and using Category can help you organize your templates in such a way that it makes the template visually easier to locate.
You can delete the category that you created by clicking “Manage Categories”
Once the category has been created, it cannot be edited.
Sort Templates
It allows you to organize your templates according to your preference and this can be done by clicking the Sort Templates button. The right-side panel will open and you can drag and drop the field templates into the desired order.
Add New
This button will allow you to create a new field template.
Search Bar and Renaming a Template
This search box will allow you to easily find the template you’re looking for, especially if you have many field templates saved in the system. Hover your mouse over the template name and just simply type in the new name and hit the check button to save the changes.
Edit and Options
The “Edit” button will allow you to modify your field template. The “Options” are for cloning and deleting a field template.
Creating a Field Template
From the dashboard screen, go to the hammer icon and select Templates.
Go to the Field Templates, and click Add New.
Enter the field template name and hit Submit.
After adding a new field template, you can add your fields to any of the field sections and groups by ticking the small boxes.
