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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





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

                        Write to us:  support@zohoforms.com


                              




                            

                          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 SalesIQ Resources



                                                    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. ...
                                                                                      • Customize invitation 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 customize the invitation template: Click Portal under the Deploy section. A list of portals will be displayed. Click on ...
                                                                                      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