Below is an example of how the record template designer looks like:
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:
Note:
- The maximum dimensional area allowed for an image element in a record template is 9,000,000 square pixels.
- The maximum file limit for an image element in a record template is 5 MB.
The following GIF shows the customization of the heading element:
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:
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:
The following GIF shows adding and customizing the Line Items subform in the Invoice 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:
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