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Use object templates

Standardize object creation with reusable templates.

Object templates help you create similar objects faster.

They also improve consistency across your asset data.

When templates help

Use templates when you often create the same type of object.

Examples include standard installations, recurring equipment models, or fixed field combinations.

1

Open object creation

Start a new object in the BackOffice.

2

Fill in the reusable values

Add the details that should be reused, such as brand, model, type, or free fields.

3

Mark it as a template

Enable the template option and give it a clear name.

4

Save the template

Save the object as a template.

5

Reuse it during creation

When you add a new object, choose the template first.

Then complete the remaining fields and save.

Good template names

  • use the equipment type

  • add the brand or model if needed

  • keep names short and clear

Frequently asked questions

Can I edit a template later?

Yes.

You can update a template when the standard setup changes.

Does changing a template update existing objects?

No.

It only affects objects created from that template afterward.

Can I delete a template?

Yes, if you no longer need it.

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