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.
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Header: Generally used as a header or a separator within a template
Options available: None
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Paragraph: This is a non-editable text boxes that can serve the purpose of simply displaying text on the template.
Options available: None
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Text Box: Provides a text box for data entry.
Max characters: 60
Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field
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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
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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
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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
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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
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Radio Button: Provides radio buttons to select different options.
Max Characters: 60
Options available: Primary Field Toggle, Required Field Toggle, Radio Button
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Switch: Provides a toggle for either true or false flag.
Options available: Primary Field Toggle
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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
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Location: Provides a multi-select to tag a Location core asset.
Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field
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Contact: Provides a multi-select to tag a Contact core asset.
Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field
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Configuration: Provides a multi-select to tag a Configuration core asset.
Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field
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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
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iFrame: Provides an option to embed iFrame content, such as Lucid Chart diagrams.
Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field
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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
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Date Field: Provides a link to a pop-up calendar.
Options available: Primary Field Toggle, Required Field Toggle, Tool-tip Field
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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.
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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.