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:
   
   • Add elements
   • Add fields
   • Add subform and lookup fields
   • Add integration fields
   • Customize template properties

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

Adding an element to your 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
   • You can insert HTML code, and edit the HTML code of the entire element
   • Images can be sourced from your account's gallery, the web, and also from the image and signature fields:

The following GIF shows the customization of the  heading  element:

Adding a column or row to your record template.

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

1. Select the table you want to edit and click on the More Drop down.
   
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 your 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.
   
   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 select ,  checkbox  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 your 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 your 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

Related topics

• Understand record templates
• Customize template properties
• Manage record templates
• Record export URL
  
• Record export PDF