- Issue created by @paul121
- Status changed to Fixed
5 months ago 7:26am 21 June 2024 Automatically closed - issue fixed for 2 weeks with no activity.
Templates behave quite similarly to quick forms - in some ways they are a simple "form builder" that you can then use as a form to create records in an easier fashion. A small challenge we will have is making it easier for users to navigate to a page/form and start using any given template.
A simple solution to this might be to just create instances of quick forms for templates that users would like to have easy access to. We could also allow a quick form configuration to override/provide default values for the specified template, similar to how plans can be configured to use a template but set further defaults. As an example, a generic harvest template could be made, and 3 quick forms could be configured to use this template, but each setting a different harvest unit to use depending on the crop.
The other idea I have had is to create a "Use template" button on the "Record" listing pages. This is basically an alternative to the generic asset/log forms... the idea being "I have a template for creating standard activity logs", I would rather start with this template than use the full entity form. We could also make the suggestion to use this template when a user begins the full entity form. Maybe this could be configured on each template as "Promote this template" ??
N/A
At minimum use quick forms
Consider adding additional template links
Implement
Decide next steps
Quick form templates!
Maybe more buttons
None
None
Fixed
1.0
Code
Automatically closed - issue fixed for 2 weeks with no activity.