Customize record template properties | Zoho Creator Help

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 template such as adding a background image, specifying the page dimensions as well as inserting a header and footer. The steps to access these properties are as follows:
  1. Edit your app.
  2. Navigate to your  Settings  page, then click  Record Templates .
  3. Select the required template. Its designer will open.
  4. Customize the page setup  as required.​
  5. Click the  Settings  icon at the top-right corner of the designer. The  Properties  pane will slide in from the right. You can:

Customize the page setup

You can perform the following customizations in the template designer:​

  • Rename the  Display name  and  Link name  of your template.  Learn how
  • Set Size : The template's size, such as A3, A4, applies when your users print a record and export it as a PDF. You can also set a custom width that doesn't exceed 2000 px. The height will dynamically be set based on the data present in the record when a user prints or exports it as a PDF.
  • Set Orientation : Portrait or landscape
  • Set Dimensions , which includes setting:
    • Padding : This allows you to specify the space between the template border and its components.
    • Margin : This allows you to specify the space around the template i.e outside the template border.
  • Set Page Options  - To show or hide the header and footer. Header and footer support displaying formatted text, images and data from fields.

Set the number of columns

The layout option allows you to split your template into the data in your record template into one, two or three columns. To set the number of columns:

  1. Click the  Settings  icon at the top right corner of the designer.
  2. Select the required layout from the  Properties  pane. The one column layout will be selected by default.

Consequently, the designer also allows you to set each column's width as desired. To do so:

  1.  Hover over the right or left side border of the column you wish to resize. You'll see the resize icon.
  2. Drag the column border to set the required width. A spacer will be added to accommodate the resizing.

Set the background and border

  • Background : The template designer enables you to set the background color and a background image for your template. The background image can be repeated across the x-axis or y-axis, or both axes of the template.
  • Border : A record template can sport a border with a maximum thickness of 5 px. You can also set the border color.


    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media




                              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

                                                                                          • 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. ...
                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • 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. ...
                                                                                          • Install custom app from Marketplace and customize

                                                                                            Requirement Customize the Point of Sale application installed from Marketplace to include a membership module. Use case A retail store requires a regular point of sale application with certain store-specific personalizations to ease their checkout ...
                                                                                          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