Create record template | Zoho Creator Help

Create record template

Notes
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version.
Notes
Refer to this page to learn about record templates.
  1. Navigate to Settings page, then click Record Templates.

  2. If you're creating a record template for the first time, click the Create Template button, else click the New Template button near the top-right corner of the screen.
  3. Select Blank to create the record template yourself from scratch. You may also create it From a template.
    • Upon selecting blank, you'll be taken to step 5.
    • Upon selecting the template option, you must select one from the template gallery to proceed

  4. Select the form based on which you want to  build your record template.
  5. Name your template.
  6. Click Create.

  7. Design your template as required. You can:

Below is an example of how the record template designer looks like:

Adding an element to a record template

The template designer features predesigned elements that you can drag and drop to the required part of your template. To add one to your template:

  1. Navigate to the Elements tab on the left.
  2. Drag and drop the required element onto the template. Alternatively, you can also double click the required element. Its toolbar will appear at the top of the designer.
  3. Customize the element as required:
    • You can add fields, images, URLs. Images can be sourced from your account's gallery, the web, and also from the image and signature fields.
Note:
  1. The maximum dimensional area allowed for an image element in a record template is 9,000,000 square pixels.
  1. The maximum file limit for an image element in a record template is 5 MB.
  1. You can insert HTML code, and edit the HTML code of the entire element.

The following GIF shows the customization of the heading element:

Adding a column or row to a record template

The More dropdown gives more customisations with respect to the element. 

  1. Select the table you want to edit and click on the More dropdown.
  2. Select the option in insert column before/ insert column after/ insert row before/ insert row after.

The column/ row will be added to the table. You can remove the column/ row by the delete column/ delete row option.

Adding a field to a record template

The fields tab in the template designer lists the fields present in the current form, its inline subforms, and those present in the related forms (related via lookup and subform fields) and other services (related via the integration field). To add a field to your template:

  1. Navigate to the Fields tab on the left.
  2. Drag and drop the required field onto the template. Its toolbar will appear at the top of the designer.
    Notes
    Note: All field types except add notes and section can be added to record templates.
  3. Customize the field as required:

  4. When you add a multi selectcheckbox, or lookup (multi select) field to your template, the toolbar lets you choose the delimiter — New line or Comma, to separate the choices.

Adding a subform or lookup field to a record template

The toolbars for the subform and lookup fields in the template designer allow you to add the fields from the related forms to your template. To add a subform or lookup field to your template:

  1. Navigate to the Fields tab on the left.
  2. Drag and drop the required field onto the template. Its toolbar will appear at the top of the designer.
  3. Customize the field as required:
    • Click Related fields properties in the toolbar, then check/uncheck the required fields from the related form.
    • Reorder the fields by clicking the Move icon next to the required field and drag it vertically to the required position.
    • Customize the field name and value by clicking the Settings icon beside each field.
    • Display just the field's value (and hide the field's name).
    • Edit the HTML code of the entire field.

The following GIF shows adding and customizing the Line Items subform in the Invoice template:

Adding an integration field to a record template

You can add an integration field in your form to the template. Imagine that you've built a custom app for order management and that the Orders form sources customer information from your Zoho CRM via an integration field. To add an integration field to your record template:

  1. Navigate to the Fields tab on the left.
  2. Drag and drop the required integration field onto the template. Its toolbar will appear at the top of the designer.
  3. Customize the field as required:
    • Display just the field's value (and hide the field's name).
    • Customize the field and value by clicking the Format label and Format value dropdown, respectively.
    • Edit the HTML code of the entire field.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Create Print Template

                                                                                                                This page is applicable only to list, timeline, kanban, and map report types. To create print template: Edit your app. Navigate to the Design page. Hover on the preview of the report, then click Open Report Properties. Click Print & PDF on the left. ...
                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • Send Record Template as an Attachment in Mail

                                                                                                                Requirement Send a record summary as a PDF attachment via mail using the Deluge's send mail task. Use Case Consider an organization using Zoho Creator to manage POS operations. Whenever an invoice is generated, the invoice record template is promptly ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources