Short answer
A record template in Zoho Creator is a custom layout for displaying a record in a report’s detail view or in a printable, document-style format. It lets you arrange fields, labels, images, links and formulas so users see the information that matters in a clear, consistent way, and you can reuse templates across reports.
Key takeaways
- Record templates control how a single record looks.
- They improve readability, consistency and user experience.
- They can include images, hyperlinks and calculated values.
- Templates can be reused and used for print or PDF-style output.
Benefits of record templates
- Custom layout: show the most important information first
- Better visualisation: add images, links and formulas
- Consistency: every record looks the same across the app
- Clear organisation: group related fields logically
- Reusability: apply a template in several places
How to create a record template
- Open your Zoho Creator application in edit mode.
- Go to the report where you want a custom record layout.
- Open the report’s properties or layout settings and choose the option to add a record template.
- Use the drag-and-drop template editor to add fields, labels, images and formatting.
- Save the template and apply it to the report’s detail view.
- Open a record in live mode to check the layout.
Menu names can change between Zoho Creator versions, so check Zoho’s current help documentation if an option has moved.
Useful ideas for record templates
| Use case | Template idea |
|---|---|
| Customer or member profile | Photo, key details and status at the top |
| Job sheet | Job details, site address and checklist for engineers |
| Order or invoice summary | Line items, totals and payment status |
| Compliance record | Task status, evidence links and sign-off |
Frequently asked questions
What is the difference between a record template and a report?
A report lists many records. A record template controls how one record is displayed when a user opens it.
Can record templates show images?
Yes. Images from file or image fields can be displayed in the template.
Can I print or export a record template?
Record templates are often used to produce printable or PDF-style views of a record, subject to your Zoho Creator plan and settings.
Do record templates need coding?
No. They are designed in a visual editor, though advanced formatting can use formulas.
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