Record templates
Export and Print URLs for Individual Records
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. 1. What Does This Page Cover? This page explains the URLs that can be used to print and export the detailed view of a ...
Print and export as PDF
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To print multiple templates: Access the Report that the template is based on. Select all or only the required records that ...
Set default template
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Multiple templates can be created based on a single form. However, only one can be set active by default. To select the ...
Manage record template
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To edit a template: Navigate to Application Settings > Record Templates and click the required template to edit it. ...
Customize record template properties
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. The record template designer provides template-level properties that enable you to enhance the visual aspects of the ...
Create record template
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Refer to this page to learn about record templates. Navigate to Settings page, then click Record Templates. If you're ...
Understand record templates
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. A record template for a form allows you to present the data in each of its records in a meaningful and structured manner. ...