Use object templates

Create reusable object templates to speed up object creation and keep data consistent.

Object templates help you create similar objects faster.

Use them when several fields stay the same across many installations.

When templates help

Templates are useful when you often register the same:

• brand
• model
• type
• standard object details

A template fills in the starting values.

You can still edit the new object after that.

Create an object template

1

Open Objects

Go to BackOffice → Objects.

2

Start a new object

Click Add.

3

Fill in the standard values

Add the fields you want every similar object to start with.

Examples include brand, model, and type.

4

Mark it as a template

Scroll down.

Enable the Template option.

Enter a template name.

5

Save the template

Click Save.

Use a template when creating an object

1

Start a new object

Click the arrow next to Add.

2

Select the template

Choose the template you want to use.

3

Complete the object

Add the customer, code, and any other object-specific details.

4

Save the object

Click Save.

Frequently asked questions

Can I edit a template later?

Yes.

Open the template and save your changes.

Does the new object stay linked to the template?

No.

The template only fills in the starting values.

Can I create more than one template?

Yes.

Create as many templates as your workflow needs.

Related topics

• Objects
• Create objects