AnyDB Templates

What Are Templates?

An AnyDB template is a reusable structure that defines the layout of a record. Templates standardize how data is captured and help you scale without reinventing the format each time.

Creating Records from Templates

To create a new record, choose a template for that record.

The resulting record:

• Is pre-filled with structured fields
• Maintains consistency across your team
• Supports further customization

For example, if you need to create a new customer profile, select the Customer Profile template. This will automatically generate a repeatable structured business record for filling customers.

So you can create multiple customer profiles quickly and easily.

How are templates created?

Templates are designed in a spreadsheet like layout, familiar to anyone who’s used a spreadsheet. This makes it easy to:

• Input and edit data quickly
• Navigate using keyboard shortcuts
• Apply conditional formatting
• View linked relationships

That example customer profile can be visualized in a spreadsheet-like format with each cell representing a field and its value.

Here's an actual example of a customer profile record as a grid in AnyDB:

Note:
While AnyDB looks like a spreadsheet, it’s built for structured data and business processes and many excel compatible formulas—not for complex calculations, very large data sets, pivot tables, or scripting.

Custom Templates

Need a specific format for your workflow? You can create and save custom templates, ensuring your business logic and naming conventions are followed.

Built-in Templates

AnyDB includes a growing library of built-in templates available at https://www.anydb.com/templates for:

• CRM and customer tracking
• Finance and invoicing
• HR and onboarding
• Project management
• Quality checks

These can be used out-of-the-box or adapted to your specific needs.

---