What is an entry template? 

An entry template is a prototype of an entry.

You can use an entry template to capture a set of fields that comprise a custom entry. After you create the entry template, you can create multiple entries from it.

For example, suppose your manager wants you and your teammates to add weekly status report entries to the activity you are using to share information and resources for a project. This means that each of you is going to be creating a separate entry that includes the same introductory information, such as your name and the week for which you are providing status. To simplify things, you could create an entry template that contains fields designed to collect status information, such as a name field titled Status for, and a date field titled Week of. After creating the custom entry, you can save it as an entry template and name it Status report. The next time you need to provide a status report, you can click Add from Entry Template -> Add Status report to open an entry form based on the template you created, which contains fields designed specifically to store status report information.


Parent topic

Work with entry templates


   

 

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