Manage record template | Zoho Creator Help

Manage record template

This help page is for users in Creator 6. If you are in the older version (Creator 5), click hereKnow your Creator version.
To edit a template:
  • Navigate to Application Settings > Record Templates and click the required template to edit it.
  • Alternatively, navigate to Report Builder > Print Templates and click the edit icon for the template you wish to edit.

To delete a template: 

  • Navigate to Application Settings > Record Templates and click the delete icon for the template you wish to delete.
  • Alternatively, navigate to Report Builder > Print Templates and click the delete icon for the template you wish to delete.

To duplicate a template:

  • Navigate to Report Builder > Print Templates and click the duplictate icon for the template you wish to duplicate.

    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








                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            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 Comments

                                                                                                        What Does This Page Cover? Learn how to configure record comments and set permissions to view and edit comments for users. Head over to the record comments page if you need a refresher before proceeding. Note: Record comments are only applicable to ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • Understand Record Comments

                                                                                                        What Does This Page Cover? Learn about record comments and how your application users can read comments as well as add new comments to records. Note: Record comments is only applicable to List Report. i.e. Users can only read and write comments to ...
                                                                                                      • Insert a record during an approval process

                                                                                                        Requirement   Insert a record into a form when an approval is approved or rejected. Use Case   A charity uses an application to approve the students who need their services. Any student can apply for their program, but the charity reserves their ...
                                                                                                        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