Canvas Templates Table

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When creating a new record in a table, you may want to set the value for any canvas fields with templates. The canvas field itself can take a default value, or you can set the value using a button that creates the new record.

A name field contains the name of canvas template. Use a single-select field so that you can rename the template without breaking formulas.

A canvas field contains the template itself.

A notes field contains information about how and where the canvas template is used.

I use the following syntax to refer to the canvas template.

[Canvas Templates].Filter([name] = [name chip]).Canvas

Place the table on one of the

Hidden back-end pages⁠

or on a visible page. If some templates need to be maintained by end users, add a single-select field that indicates if a template should be visible, then create a filtered view on a visible page that shows only those templates.

If your end users will be maintaining their own templates, a hidden back-end page might not be the right place.

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