Template
Manage Custom templates
In our console, templates are designed to structure and manage data effectively. There are two types of templates:
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Download Templates: These are used to fetch data such as trip summaries, financial summaries, or operational highlights. Once set up, they allow you to generate reports by pulling data into a predefined layout, ensuring consistency and accuracy for easy sharing and insights.
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Upload Templates: These facilitate the bulk upload of data into the console, streamlining data entry and management processes.
Setting up these templates helps maintain data integrity and efficiency across your operations.
- Navigate to the 'Template' tab.
- Click on the "Add Template" button.
- In the form that appears, select the template type: "Download" or "Upload." Then enter the template name, this name should represent the function or data the field will handle.
- Select the module from a dropdown menu where you want the custom field to be applied. This ensures that the template is correctly associated with the right part of your service.
- Once you have configured the field as per your requirement, click the "Save" button to finalize and add the custom template to your selected module.