This guide walks you through the process of using Templates in Trendspek. Templates allow you to streamline workflows by organising and structuring additional data points for annotations. They help capture and manage essential information on your assets efficiently.
Using Templates in Trendspek
Templates are a collection of custom fields that can be added as additional data points to annotations. Templates appear in the Data tab of an annotation, capturing the data you want on your assets. Learn more from our Help Center.
Creating a Template
Navigate to the Templates section.
Click on Create Template.
You will be redirected to Template Builder
Enter a Template Name and Description.
Note: Choose from the list of company-level custom fields or create a local field specific to this template
Create a Local Field Specific to This Template
To create a local field specific to this template, click Add New Template Field.
The 'Add Local Template Custom Field' panel will then appear on the right side of the screen.
Adding a Custom Field to the Template:
Enter the Name and Description.
Select the Field Type from the options below.
URL Field – Allows users to input a web link.
Short Text Field – Accepts a single line of text for brief descriptions or labels.
Long Text Field – Supports multiple lines of text for detailed information.
Single Select Field – Users can manually add specific options to choose from. If Allow User Defined Values? is set to Yes, users can add additional options when modifying template data.
Multi Select Field – Similar to Single Select but allows multiple choices. If Allow User Defined Values? is set to Yes, users can add additional options when modifying template data.
Date Field – Enables users to select a date from a calendar picker.
Currency Field – Allows numeric input with currency formatting.
Number Field – Accepts numeric values for measurements or calculations.
User Field – Displays a list of users based on the chosen asset. If Allow more than one user? is ticked, multiple user selections will be enabled.(Note: Once you tag a user, they will receive a notification via email.)
Click on Save
Create a Template Using Company-Level Custom Fields
To create a field from the list of company-level custom fields, click Add Field from Library.
The 'Company Custom Fields' panel will then appear on the right side of the screen.
You can then choose from the list of company-level custom fields.
Note: You can select multiple fields, filter them by name or type, and clear the selection if needed.
Creating a Group or Folder
You can also create a group/folder by clicking Add Group.
Drag the custom fields into your desired group or folder to organise them.
Delete or Edit a Custom Field
To delete a custom field, click the ❌ icon.
To edit the name, description, or options of the custom field, click the ✏️ icon.
Save Template
Once you're happy with everything, you can save the template by clicking 'Save Template'.
Cloning Template to Another Company
Click on the Clone Template icon (⧉) to open the Clone Template panel.
Select a company from the list below. You can only choose companies you are part of.
The custom fields associated with the selected template will be set up automatically.
Click on Clone
💡If there are identical fields in the selected company, the custom fields from the template will be merged into the matching fields.
