Create record and list entry templates

Record and list entry templates let you tailor which attributes appear when creating new records or adding records to lists. You can design a template for any object or list.

Create a template

When you create a new record or add a record to a list, by default all editable attributes on the object or list will be shown, following the order set in attribute settings for the object or list.

To customize which attributes are shown, workspace administrators can create a new template for an object, and admins or full access list members can create a template for a list by following these steps:

• Click your workspace name in the top-left corner of your workspace.

• Select Workspace settings from the dropdown menu.

• In the left sidebar under Data, click Objects or Lists.

• Choose the object or list for which you want to create the template.

• Navigate to the Templates tab.

• If it’s your first custom template, click Create first template. Otherwise, click Create template.

Name your template and select the attributes you want to display when creating a new record for that object or adding a record to that list. Reorder the attributes by dragging and dropping them. Once you're satisfied with the setup, click Create template.

Use templates

When creating a new record or when adding a record to a list, you can choose from templates created in your workspace. The first template listed in settings appears by default, but all templates for the object or list are displayed across the top in the order they are listed in settings. Select the one you wish to use.

Edit, delete, or duplicate templates

Click the ⋮ icon next to a template to access options for Edit template, Delete, or Duplicate. You can reorder templates by dragging and dropping them. When creating a new record, the first listed template will be the default, but you can switch to other templates as needed.