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Template Properties

Configure Properties for templates to control how they function and who can use them.

General Properties​

Basic Information​

  • Template Name — Display name
  • Description — What this template is for
  • Template Type — Classification
  • Icon — Visual identifier

Access Control​

Visibility Level

  • Private — Only creator can use
  • Project — All project members
  • Organization — All organization users
  • Public — Available to all

Template Settings​

Required Fields

  • Mark which fields must be completed
  • Set validation rules
  • Provide default values
  • Add help text

Field Properties

  • Data type validation
  • Format requirements
  • Min/max values
  • List of allowed options

Predefined Fields​

Set fields that auto-populate:

  • Created by
  • Created date
  • Owner
  • Department
  • Other metadata

Custom Field Configuration​

Field Types​

  • Single line text
  • Multi-line text
  • Rich text editor
  • Number
  • Currency
  • Date/Time
  • Dropdown/Select
  • Checkboxes
  • Radio buttons
  • File upload
  • Email
  • Phone
  • URL
  • JSON/Code

Validation Rules​

Set requirements:

  • Required field
  • Unique value
  • Pattern matching
  • Length constraints
  • Number ranges
  • Email validation

Template Actions​

Define what happens when templates used:

  • Auto-assign to user/queue
  • Set default priority
  • Send notification
  • Create subtasks
  • Link to related templates

Best Practices​

  • Keep field count reasonable
  • Validate all inputs
  • Provide clear help text
  • Use consistent naming
  • Test thoroughly
  • Document purposes
  • Review regularly

See Also​