Creating a Custom Field Template

  • 05/12/2024
  • 2 minutes to read

To create a custom template:

  1. Use the Search icon to find the template type that you want to customize. For example, enter Description Templates and select the related link.
  2. On the action bar, select New or select an empty cell in the Template Type column.
  3. Select a Template Type or enter a name.
  4. Enter a Template Code and a Template Description.
  5. In the Description Pattern column, select the three dots on the far right to access the Field Selection page, where you can choose from various fields to include. Select these fields and click OK.
  6. Once selected, the pattern based on your chosen fields will be displayed. Select the three dots nest to the pattern to open the Template Field Properties page. You can now change the formatting for all of the selected fields:
    • Length - specify the maximum number of characters for the field.
    • Place Before/After - define whether the field appears before or after another field in the pattern.
    • Opposite Sign - use this option to invert the sign of numeric values (e.g., change positive to negative).
    • Truncate From Left - remove characters from the left side of the field if it exceeds the specified length.
    • Date Format Type - choose how dates should be displayed, such as full date, short date, or a custom format.