Custom field templates allow businesses to create bespoke data collection forms within Commusoft. These templates provide a structured way to capture information across various objects, enhancing data consistency and reporting.
An object refers to a type of record in Commusoft, such as a customer, work address, opportunity, or pipeline.
View Settings
➡️ Profile icon > Settings > Global > Custom field templates > View
Add a New Template
Custom field templates must be configured in the correct order. Each template is created in draft status and then configured before activation.
Step 1: Add template
➡️ Add new custom field template > Enter template name > Enter description > Save
The Is active? check box will be greyed out; configure the template before activating it.
Step 2: Configure template
The form builder enables you to create sections and fields for your template by dragging and dropping elements.
➡️ Actions > Configure > Build your template using the form builder > Save
Custom field templates are restricted to a single page when building.
When adding a field to the template, choose how the field will be displayed on the record:
Show in screens - Where do you want the new field to be displayed for completion?
Add: When adding an object (eg, adding a new customer)
Edit: When editing an object (eg, editing a customer)
Add/Edit: When adding and editing an object
Don’t show anywhere: Hide the field
For detailed info on input types, refer to our Using the form builder guide.
Step 3: Activate template
➡️ Edit template > Tick 'Is active?' > Save
Once your template is active, move on to the Assign custom field templates to objects article for the next step.
Manage templates
Limitations
Custom fields include a limit on the number of custom fields that can be created across all templates. Currently, the maximum number of custom fields is 5 across all templates combined.
Edit a template
➡️ Edit > Update name/description > Save
💭Need to amend the fields? Click Configure to make the required changes.
Clone a template
➡️ Clone > Enter new name > Save
Delete a template
➡️ Delete > Type Delete > Click Delete
Archive
If the template has been used, it cannot be deleted. Instead, consider archiving it for historical purposes.
➡️ Delete > Type Archive > Click Archive
If a template is archived while still assigned to an object, the fields will stay on the existing records unless you decide to delete that data.