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Create a Form Template

In Deepser, each entity can have multiple form templates that define how records are displayed and edited. This article explains how to select an existing template, create a new one, and configure its structural hierarchy.

Select a Template​

To manually switch to a different template (as an Administrator or Operator):

  1. Open the Template menu on any record.
  2. Select the desired template from the list.

Create a New Template​

To create a new form template:

  1. Open the Form Template menu inside a record (requires Administrator or Operator role).

  2. Select the New Form Template item.

  3. Enter a name for the new template and click Save.

  4. The new template is created as a clone of the template that was loaded at the time of creation. It is now available in the form template menu.

Understand the Template Structure​

Form templates in Deepser follow a hierarchical structure:

  • Form -- The top-level container.
    • Tabs -- Organize content into tabbed sections.
      • Fieldsets -- Group related fields within a tab.
        • Fields -- Individual data entry elements.

Add Structural Elements​

To add new items within the form template configuration screen, right-click on a parent element and select the type of sub-element to add.

Add Tabs and Fieldsets​

When adding new tabs or fieldsets, you can reorder them using drag and drop.

Once created, you can rename a tab or fieldset from its configuration screen.