Create a New Template

This article explains how to create a new template in the Template Library. Making a new template lets you build a customized form from scratch by adding fields, arranging their order, and marking them as required or optional. You can customize the template to fit your organization's or workflow's specific needs. Once saved, the template can be used across modules and assigned to locations as needed. In this article, we explain how to create an Audit Template.

Follow these steps to create a New Template:

1. Navigate to Admin Template Library and select the desired template type from the left menu. The template page will appear with a list of existing templates in a list view.
2. Click Create New Template.  A new window will appear to process further.
3. Enter the new Template Name you want and click Next.

4. To associate the template with a location, check the boxes next to the locations you want to link and click Next.

   Workflow Tip: A template must be connected to one or more locations for it to appear as a selectable option in that location’s template dropdown.

   
5. Select the auditing and monitoring manager in the template and click on Create Template.
6. The template details page will appear for customization. 
7. Click the pencil icon next to the template name if you need to rename or update the title.
8. The section below displays existing form fields that are available for user input.
9. To add a new field, click Add Field on the right side of the panel. The Add Fields window will appear.
   • Choose the desired Field Type from the drop-down and select the required fields you want to add.
   • Click Save to add the selected field. The added field will be listed at the bottom of the section.
   • Users can also reorder field sequences as needed.
10. Configure the field details such as number input, data and dropdown selection, checkboxes, rich text fields, and more.
11. Fields marked with a lock icon are system-defined and cannot be edited or removed.
12. The user also navigates to the Response Page tab to customize the templates as needed. 
13. Once you’ve made the desired updates, click Save to apply your changes.

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