Record templates in Zoho Creator

Record templates in Zoho Creator are a powerful tool for customizing the layout and presentation of records in your application. With a record template, you can control the way data is displayed to users, making it easier for them to understand and interact with the information. It is a predefined layout for displaying the records in a detailed report view or form view of your application.

Benefits of Record Templates in Zoho Creator

Record templates in Zoho Creator provide several benefits, including:

1. Customizable layout: Record templates allow you to customize the layout of the records in a detailed report view, so you can display the information that is most important to your users in a way that is easy to understand.
2. Improved data visualization: Record templates enable you to use different elements such as images, hyperlinks, and custom formulas to display data in a more visually appealing and informative way.
3. Consistency: By using record templates, you can ensure that the records in your detailed report view are consistently formatted, which can improve the overall user experience.

• Better data organization: Record templates enable you to group related fields together in a logical way, making it easier for users to find and understand the data they need.
• Reusability: Once you create a record template, you can reuse it across multiple forms, reports and views in your application, saving time and effort.

How to Create a Record Template in Zoho Creator

1. Go to the “Reports” tab in your Zoho Creator application.
2. Select the detailed report view or form view that you want to add the record template to.
3. Click on the “Properties” button, located at the top right corner of the report or form view.
4. In the “Properties” window, select the “Layout” tab.
5. Under the “Record Template” section, click on the “Edit” button.
6. In the “Record Template” editor, you can add fields, labels, and other elements to the template using the drag-and-drop interface.
7. When you have finished designing the template, click on the “Save” button.

How to Use a Record Template in Zoho Creator

1. Go to the “Reports” tab in your Zoho Creator application.
2. Select the detailed report view or form view that you want to add the record template to.
3. Click on the “Properties” button, located at the top right corner of the report or form view.
4. In the “Properties” window, select the “Layout” tab.
5. Under the “Record Template” section, click on the “Edit” button.
6. In the “Record Template” editor, you can select the template you want to use from the available templates.
7. Click on the “Save” button.
8. The record template will now be applied to the detailed report view.