Template

Manage Custom templates

In our console, templates are designed to structure and manage data effectively. There are two types of templates:

1. 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.
2. 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.

1. Navigate to the 'Template' tab.

2. Click on the "Add Template" button.

3. 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.

4. 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.

5. 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.