How to share editing templates with users

How to create templates in the fylr editor and share them with other users

Root access is required for the configuration and maintenance of templates

In the detail view, enter the editing mode of a record you want to use as a template (the template can be changed afterwards!)

Location of templates in an open detail view during editing

In the top toolbar, you will find the templates context view. Here you can save the currently open record as a template and

  • Share the template with other user groups

  • Template can be created just for the currently logged in user (default)

  • You can customize, rename and preview existing templates

You can edit, delete, preview existing templates shared with groups in the Tab "Editor Templates" in the Rights Management configuration (in your specific group)

Adhoc Templates

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