How to create a custom template
Templates define a reusable set of custom fields you can apply to expiries, so similar deadlines always capture the same information.
What is it
A Template is a reusable set of extra, structured fields (text, number, currency, date, checkbox, dropdown, etc.) that gets applied to an expiry. Where an Expiry Type is just a label, a Template actually adds new form fields - so every expiry using it captures the same structured data, consistently, instead of relying on free-text Notes.
Why / when to use it
Steps- Use a template whenever a category of expiry needs the same extra structured data every time - e.g. every vendor contract needs "Contract Value", "Auto-Renew?", and "Renewal Notice Period"; every certification needs "Certifying Body" and "License Number".
- This beats writing that information into the free-text Notes field because structured fields are searchable, sortable, reportable, and - critically - machine-readable, so the RAG assistant and Insights/reports can actually reason over them, unlike prose buried in a notes box.
- Don't create a template for a one-off need or for information that varies wildly between records of the same type - that's what the ad-hoc Notes field and Directory custom fields are for.
- From the sidebar, go to Templates, then click New Template.
- Enter a Template Name (required, must be unique) and an optional Description.
- Pick an Icon and Color to help the template stand out in lists.
- Click Add Field for each custom field you need: give it a Field Label, choose a Field Type (text, textarea, number, currency, date, checkbox, email, url, phone, or select), and mark it Req'd if it should be mandatory.
- For a "select" field, list the choices as comma-separated Options. For a "currency" field, also choose the currency code.
- Optionally click Add Options on a field to set a help-text Description (shown as a tooltip) or a Default Value.
- Click Create. Use Preview (eye icon) any time to see how the template will look inside the expiry form.