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.- Edit your app.
- Navigate to your Settings page, then click Record Templates .
- Select the required template. Its designer will open.
- Customize the page setup as required.
- Click the Settings icon at the top-right corner of the designer. The Properties pane will slide in from the right. You can:
- Set the number of columns to be displayed in the template.
- Set the background and border of the template.
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:
- Click the Settings icon at the top right corner of the designer.
- 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:
- Hover over the right or left side border of the column you wish to resize. You'll see the resize icon.
- 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.
Related Topics
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
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 ...Understanding form builder
In a nutshell The form builder is a workstation where you can create, edit, and manage forms. Forms collect different types of data through the fields present in them. These fields can be managed and customized from its form builder. In addition to ...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. ...