1. What is a template?
It is possible to have a set of blocks that need to be present in multiple forms.
By creating a template, you can insert this content into all the desired forms.
A template is a set of blocks that can be reused in multiple forms.
For example:
Imagine a company inspecting rails. There are two types of interventions, hence two types of forms:
- Rail inspection.
- Replacement of defective rails.
Each of these interventions starts with a "General Information" section. Instead of creating the tasks for the general information section in both types of forms, I can simply create a "General Information" template and easily insert it into both types of forms.
Templates have the following advantages:
- When the template is modified, it updates in all forms that contain that template.
- The tags of the template's tasks do not change when the template is inserted into forms.
Explanatory diagram:
2. Practically, how to create and use a template?
Context: Imagine a company that performs two types of interventions: maintenance and inspection. A "Maintenance" form and an "Inspection" form are thus created.
Both forms must start with a "General Data" section. This section will include information about the operator performing the intervention.
We will create a template named "General Data". This template should allow entering the following fields:
- Operator's last name
- Operator's first name
- Location of the intervention
This template will then be inserted into the "Maintenance" and "Inspection" forms.
- In the Documents tab, click on "New Document".
- Define the name of the template (here "General Data"). For the document type, choose Template. A template is represented by an orange symbol next to the form's name.
- Click on Edit the form.
- We will insert the different blocks composing our form.
- Activate the template and publish it.
- Open the Inspection form and click on Edit the form.
- Drag and drop a Template block.
- Choose the "General Data" template from the list of templates.
- Your template is now inserted into the Inspection form.
4.1 Drag and drop a Text block. Name it "Operator's last name".
4.2 Drag and drop a Text block. Name it "Operator's first name".
4.3 Drag and drop a GPS Coordinates block. Name it "Location of the intervention".
- If you want to make modifications within the "General Data" template only for the Inspection form, you need to convert the template into a section.
- Templates do not appear in the Documents tab of your mobile app. They are not intended to be used alone by the user. In this case, the form block can be an alternative.
- When a template is inserted into a form, it is not possible to set conditions on this template.
- A multilingual template cannot be converted into a section within a form.
- The tags within the Template block can be used within a custom report framework.