Learn about Template Management – Help Center | Teachme Communication

A report template defines the fields to be filled in when creating a report. This article summarizes the specifications for creating and configuring templates.

Overview

Creating and editing templates requires Template Management or Administrator privileges.

Templates can be organized into folders. Creating, editing, and deleting folders is also done from Template Management.

Specifications

Field Types

Use "Add Field" to add a field, then select its type. There are 21 types available.

Text, Number, and Time

Single-line Text
Multi-line Text
Number
Time (HH:mm)
Time Range

Selection

Dropdown Selection
Radio Button
Checkbox

File

File Upload

Numerical Aggregation

Number List
Auto-calculated… Calculates the sum, average, or total from values in other fields
KPI (Target / Actual)

Man-hours and Work Records

Man-hour Input (By Category)
Man-hours + Number… Records which parts were produced, how many, and how many hours were spent
Work Record

Hourly Records… Records data at fixed times.

Hourly Record (Number)
Hourly Record (Text)
Hourly KPI

Time Log… Saved together with the recorded time.

Time Log + Number
Time Log + Text
Time Log + Number + Text

Limits

Fields… Up to 50. The current count is displayed as "(n/50)" on the edit screen
Field description text… Up to 1,000 characters
External links… Up to 10 per field. URLs must be within 1,000 characters, and display names up to 50 full-width or 100 half-width characters
Visibility Condition rules… Up to 5 per field
Edit History… Up to 5 entries are retained

Archiving and Deleting

Templates that are being used in reports cannot be deleted. If a template is no longer needed, please archive it
Archived templates cannot be selected when creating a report. Restoring an archived template makes it available for selection again
Templates in draft status also cannot be selected when creating a report

Settings Available Per Field

Required… For Checkboxes, you can require "at least one," "all," or "specified ones"
Number Constraints… Minimum value, maximum value, and maximum number of digits
Visibility Condition… Toggles display/hide based on the input in other fields. Multiple conditions can be set using AND / OR. Up to 5 rules per field
Help Text… Allows you to add a description to the input field
External Links… Can be configured per field. You can attach links such as a manual for how to fill in the report. Up to 10 links can be set per field

Submission Frequency

Choose from daily, weekly, monthly, custom, or irregular. Only one report per template is allowed per period (except for irregular).

Other Settings

Available Units… You can restrict which units are able to use a template
Default Template… You can specify which template is selected by default when creating a report
Edit History… You can review the change history of a template and restore it to a previous version. Up to 5 entries are retained, and once exceeded, older entries are deleted. Please take note if there is a version you wish to keep
Template Creation Assistant… You can create a template from images (up to 5) or screenshots of existing forms