---
title: "Defining Templates for Dynamic Forms"
slug: "adding-data-templates-to-dynamic-forms"
updated: 2026-10-27T23:11:33Z
published: 2026-10-27T23:11:33Z
canonical: "ims-handbook.cenosco.com/adding-data-templates-to-dynamic-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Defining Templates for Dynamic Forms

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Layout_of_DF(5).jpg?sv=2026-02-06&spr=https&st=2026-10-28T14%3A30%3A08Z&se=2026-10-28T15%3A30%3A08Z&sr=c&sp=r&sig=eswCAoEQZS3YMiw9hcoWefdHNEWN%2BeZptZINvwtUPns%3D)Structure of a Dynamic Form.

When you [add a Field](/v414/docs/adding-data-fields-to-dynamic-forms), you can select a predefined Template. This will then prefill some of the Field properties: Name, Control Type, and depending on the selected Control Type also: Lookup, Multi Value, Input Type, Decimal Places, and UoM.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic1(19).png?sv=2026-02-06&spr=https&st=2026-10-28T14%3A30%3A08Z&se=2026-10-28T15%3A30%3A08Z&sr=c&sp=r&sig=eswCAoEQZS3YMiw9hcoWefdHNEWN%2BeZptZINvwtUPns%3D)The Template prefills some Field properties.

## Defining a new Template

To create and define a new Template:

- In the Field editor, click **+ Template**.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic1(21).png?sv=2026-02-06&spr=https&st=2026-10-28T14%3A30%3A08Z&se=2026-10-28T15%3A30%3A08Z&sr=c&sp=r&sig=eswCAoEQZS3YMiw9hcoWefdHNEWN%2BeZptZINvwtUPns%3D)Click + Template.

- Enter a Caption.
- Enter a [Control Type](/v414/docs/adding-data-fields-to-dynamic-forms#control-types), e.g., "Text", "Numeric", "Signature", "Image", "Option List", etc.
- Select a Lookup list if applicable. Note: If the predefined lookup lists are not suitable, you can [define a new lookup list](/v414/docs/defining-lookups-for-dynamic-forms).
- Check Multi Value, if multiple inputs should be possible.
- The Input Type will be based on the Control Type.
- Specify the Decimal Places, if applicable.
- Select a UoM, if applicable.
- Click **Save**.

The new Template will now be available to be selected when you [add a Field](/v414/docs/adding-data-fields-to-dynamic-forms). When the Field Name matches a predefined Templates Caption, the Template will automatically be selected for the Field and the Field will be prefilled with the Template properties: Control Type, and depending on the selected Control Type also: Lookup, Multi Value, Input Type, Decimal Places, and UoM.