Custom Template Fields Explained

In the Custom Template area, you'll find several options to make things look just as you want them. 

We've taken the liberty to create this page to act as a sort of guide for you to better understand what all the offer. 

We hope this helps. 

• Header: Generally used as a header or a separator within a template
  Options available: None

• Paragraph: This is a non-editable text boxes that can serve the purpose of simply displaying text on the template.
  Options available: None

• Text Box: Provides a text box for data entry.
  Max characters: 60
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Email: Provides an email field. A valid email address is required.
  Max Characters: 60
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Web: Provides a web address field. A valid website address is required.
  Max Characters: 300
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Phone: Provides a field to enter phone number. The field will only take numbers, hyphen and round brackets .
  Max Characters: 21
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Password: Provides a text box for entry of a password. You will have the option to use the builtin password generator.
  Max Characters: 60
  Options available: Required Field Toggle

• Radio Button: Provides radio buttons to select different options.
  Max Characters: 60
  Options available: Primary Field Toggle, Required Field Toggle, Radio Button

• Switch: Provides a toggle for either true or false flag.
  Options available: Primary Field Toggle

• Drop Down: Provides a drop down list of custom-defined entries. Only one item can be selected at one time.
  Max Characters: 60
  Options available: Primary Field Toggle, Required Field Toggle, Drop-down

• Location: Provides a multi-select to tag a Location core asset.
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Contact: Provides a multi-select to tag a Contact core asset.
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Configuration: Provides a multi-select to tag a Configuration core asset.
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Checkbox: Provides a checkbox to be checked or unchecked. Multiple boxes can be added.
  Max Characters: 60
  Options available: Primary Field Toggle, Required Field Toggle, Checkbox

• iFrame: Provides an option to embed iFrame content, such as Lucid Chart diagrams.
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Editor: Provides a comprehensive editor which allows you to copy and paste images, as well as format text any way you wish.
  Max Characters: Unlimited
  Options available: Required Field Toggle

• Date Field: Provides a link to a pop-up calendar.
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Date Expiry Field: Provides a link to a pop-up calendar. The date here will be used to notify for asset expiry via email or a ticket generated in the PSA.
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

• Image: Provides modal access to the media manager for insertion of images to upload. The images will be shown in a list format and can be opened in a new tab/window.

• Custom Template: Provides a multi-select to tag a Custom Template asset.
  Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field

Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.