The Template Object is a pre-defined, reusable framework or structure within SnapApp that serves as a blueprint for creating new instances of similar objects.

In SnapApp, Template Objects allow users to quickly generate consistent, standardized elements such as objects, fields by applying a pre-configured set of properties, styles, and behaviors and text. These templates streamline the development process, ensure uniformity across the application, and can be customized as needed to fit specific use cases.

To create template object, we have to create 2 objects in SnapApp with Parent-Child Relationship, where the child object should Contain a Ref field referring the Parent Object. This will auto-populate the data of the template(parent) object rendered in the Child Object.

In the above Example, Initiate and Design are two records of Workstreams which is one of the Parent Object of Project Workstream and the template object. The other parent is the Project Name. Though it is not mandatory to have two parent objects.

To render data from the template object, a DB insert type workflow is triggered which reads all the records of the template object and sort out on the basis of project type (according to the above example) and copy the matched record details to the Child Object.

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai