How to assign a default Elements app template to a record
Assigning default templates to records streamlines and standardizes the export process. It ensures that information associated with a particular record exports to a specific design and layout with any applicable conditional formatting applied. Default templates save time and maintain consistency.
Once a template has been created, you have the option to set it as a default for a record in the corresponding table. Navigate to the Template field and select the template name from the dropdown choices. Once applied to a record, elements will automatically display as the default template.
Please note: Once a new template is created in the Elements app, an Admin must add the template name as a Template field choice option. The choice name and template name must match exactly.
Assign a default template to multiple records:
The Update All feature can be used to assign a default template in bulk to several or all records in a view.
1. | Choose the desired records (using filters, saved views or manual selection) |
2. | In the table, double click into the Template field cell of one of the selected records |
3. | Choose the template name from the dropdown |
4. | To the right of the template name, click the clipboard icon  |
5. | Click Update selected records |
6. | From the pop up window, click OK |
Once a template is assigned to a record, elements will automatically display as the default template and be ready for export. You can preview within the Elements app side panel or within the fully expanded Elements app window.
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