Templates

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Templates define the structure of your reports — the sections, fields, and layout. Every report is driven by a template, so building a good one is the key to a great report.

Creating a template

Go to Settings → Create Template.
Enter a template name and pick a category.
Set up the report layout — choose which elements appear in the PDF header (logo, company name, contact details).
Add one or more sections with the + Add Section button.
Add fields to each section by tapping the field type picker.
Configure each field — give it a label, mark it required if needed, and adjust any type-specific options (see Field Type Reference).
Tap Save Template when you’re done.

Sections

A template is made up of one or more sections. Sections group related fields together and show up as labelled blocks in the report form.

You can reorder sections and fields by dragging them in the template builder.

Repeatable sections

Toggle Repeatable on a section to let users add multiple instances of it in a report.

In a report, a repeatable section shows an Add button below the last instance. Tapping it inserts a fresh copy of all the fields in that section, and each instance can be given its own name (e.g. “Room 1”, “Room 2”, or “Defect — Cracked Wall”).

Common uses:

One instance per room in a property inspection
One instance per defect or fault found on site
One instance per line item in a works order

If a numeric field inside a repeatable section is referenced by a Calculation field, that calculation automatically sums the values across all instances. See Calculation field setup for details.

Field labels and uniqueness

Every field has a label — the name shown in the form and PDF. Keep labels descriptive and unique.

If you’re planning to use a Calculation field that references other numeric fields, those fields need unique labels within the template. FieldReportX will warn you at save time if it spots duplicate numeric field labels that would break a formula.

Field configuration

When you add a field to a section, you can set:

Label — shown in the form and PDF. Checkbox + Text fields don’t need a label — the typed note is self-describing.
Required — if enabled, the field must be filled in before saving. Marked with a red asterisk.
Type-specific options — varies by field type:

Field type	Configurable options
Dropdown	The list of selectable options
Radio Buttons	The list of selectable options
Checklist	The list of items
Measurement	Unit list and default unit (e.g. m, kg, °C)
Rating	Maximum stars (default 5)
Counter	Optional minimum, maximum, and step size
Slider	Minimum and maximum (both required), and optional step size
Drawing	Canvas background (blank, grid, or dot)
Quote	Currency symbol
Calculation	The formula — built from field references, numbers, operators, and brackets

Managing templates

Edit — go to Settings → Manage Templates, tap a template to edit its sections and fields.
Delete — tap the trash icon on a template in Manage Templates, then confirm. Protected templates (like the built-in demo) can’t be deleted.
Export — tap the share icon on a template to send it as a .zip bundle file via the native share sheet. The recipient imports it on their own device.
Import — go to Settings → Manage Templates → Import from Zip and pick the .zip file from your device.

Template bundles

Pre-built template collections are available to download on the Template Bundles page.

Field types

See the Field Type Reference for a full description of every field type, including how to set up Calculation fields.