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Templates

Template Builder

Build controlled technical report templates without custom-coded layouts.

CoreProfessionalEnterprise
Template BuilderReportingBasic Validation

Summary

  • Template Builder is used to configure report content and layout directly in the portal.
  • It should balance flexibility with controlled system behavior so reports remain structured and auditable.

What you can do

  • Add report fields.
  • Add record fields.
  • Add instruction blocks.
  • Add tables.
  • Configure print layout.
  • Control which content appears in print.

Task help

Common tasks in this area

Open the task that matches what you are trying to do. The full article continues below.

Template Builder

Add an instruction block

Use this when report users need controlled guidance while completing a report.

Open
  1. Open the template.
  2. Add an instruction block.
  3. Write a clear title and instruction body.
  4. Choose whether the instruction should be visible in print.
  5. Save and preview the report.

Instructions should guide the user without making the final PDF unnecessarily long.

Template Builder

Configure print layout

Use this when the PDF output needs a cleaner or more structured layout.

Open
  1. Open the template layout section.
  2. Create layout sections.
  3. Choose full width, two columns, three columns or four columns.
  4. Add fields or content blocks to each section.
  5. Preview the PDF layout before release.

The layout should stay readable in both portrait and landscape formats where supported.

Typical content

A template may include report details, acceptance criteria, overall evaluation, comments, record rows, instruction blocks, data tables and attachments.

Fields should use clear labels that make sense for report users and reviewers.

Print layout

Print layout should be section-based and user-friendly. A practical layout builder can use presets such as full width, two columns, three columns and four columns.

The purpose is to produce professional PDF output without exposing users to a technical grid system.

Recommended workflow

  1. Create a new template.
  2. Select or define the Record Type.
  3. Add the main report fields.
  4. Add record fields and tables if needed.
  5. Add instructions that guide the user.
  6. Configure validation rules.
  7. Configure print layout.
  8. Preview the template.
  9. Save and test the template using a draft report.