Templates
Templates are the foundation of consistent data capture in Avikto. They ensure that every case created in a project captures the same information in the same format. This section covers both predefined templates and how to build custom templates tailored to your workflow.
What's in this section
| Topic | What you'll learn |
|---|---|
| Predefined Templates | A library of ready-to-use templates for common case types. Start here if you want to use templates without customization. |
| Custom Templates | How to build custom templates from scratch to match your exact business requirements. |
| Template Properties | How to configure form fields, validation, defaults, and behavior in your templates. |
| Template Versioning | How to evolve templates over time while maintaining backward compatibility with existing cases. |
Key Concepts
- Template: A predefined form structure that ensures consistent data capture across all cases of a type
- Template Field: A single form element (text, dropdown, date, etc.) that collects specific information
- Template Version: A snapshot of a template at a point in time, allowing you to evolve templates without breaking existing cases
- Template Policy: Rules that determine which templates are available in which projects and when they can be used
Common Tasks
- Choosing a predefined template for your project
- Creating a custom template for your specific workflow
- Adding and configuring form fields
- Setting up field validation and defaults
- Publishing a new template version
- Archiving old template versions
- Assigning templates to projects and case types
Tip: Start with Predefined Templates to see what's available, then move to Building Custom Templates when you need something tailored to your needs.