Intro to Building Templates

An overview of what it means to create or modify templates.

Written By Patrick

Last updated 7 days ago

The ability for the end user to create their own template is foundational to Mercury. With no coding, the template on screen can be modified or made from scratch.

Modifying Standard Template

Standard templates are available for every tool, but sometimes changes are needed based on project needs. At the project level start by opening the tool options and selecting Duplicate next to the template you’d like to modify. Once you give it a new name, you’re free to add new sections and insert inputs.

Creating a New Template

At the project level, start by opening the tool options and selecting Create New on the upper right. Start by naming the first section and starting and inserting new inputs.

Standard Input Properties

These are the aspects that carry across many of the inputs.

Label:

This is the text that appears just left of the field in the template.

Placeholder:

The text that sits in the field prior to the user typing in it.

Required:

This will require the field to be populated PRIOR TO SAVING the form. This will put a Red asterix next to the field.

Required to Create:

This will require the field to be populated PRIOR TO PUBLISHING the form. So you could save but not publish with these fields blank. This will put a White asterix next to the field.

Allow Multiple:

For inputs that select from a list, this flag allows the user to select more than one option for a single field. *Allow Multiple for Checklist items does work differently.

Input Permissions

Individual inputs can be locked into view only in the cases where we want to show a field but not allow specific users the ability to use it.

  1. Click somewhere in the input

  2. Select the Permissions tab

  3. Use the Write: Allow (edit), Deny (view only), or Inherit (uses the template permissions).

    *The Read area is a future enhancement and is currently not operational.

Good to Know

  • Individual inputs on Company Standard templates cannot be modified. New sections have to be inserted.

  • Make sure to set Permissions on New Templates so the correct roles can view or edit.