Creating a Template
What is a Template?
Templates are structured workflow definitions. They are built with common user interface components (input fields, text, media) to define standard work procedures. A FieldLogs Template has additional features that make it particularly useful for this role:
Structuring elements like Label, Table, Form and Loop to provide a logical structure depending on your data acquisition needs.
Input elements such as Yes/No, Multi-choice, Check or Free text input to input various types of data.
Ability to add translations of a Template for different languages.
Add documentation and rich media to Steps in the Template to guide users executing the Template. This provides detailed reference material while the user runs the job.
Add powerful script executions to build computation, external calls to third-party services or Template manipulations.
To create a Template:
From the main menu , go to
.
In the Library pane, the Template list is available. Click .
An empty Template appears in the workspace pane.
You may see an alternate UI for the Library Pane if it has been enabled on your Enterprise.
Click
to open the property pane.The property pane opens.
In the tab, enter a Template title and set the parameters of your Template.
Click or drag the Steps from the element panel to the workspace pane.
Note
There are two types of Steps: containers and input elements. According to the Step you choose, different options are available.
For more information about the types of Steps and how to use them, see the section Adding Steps.
Click the Step to enter a Step title.
In the tab, set the parameters of the Steps.
Click .
The Template is saved.
Note
The Template is automatically saved when the Enterprise setting Template Background Save is enabled/set to Yes. By default the Template Background Save is set to No.
Click .
You can Publish the Template.
Tip
You can test your Template in the tab .
