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.

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