Managing AnyDB Templates

The Template Management screen provides a centralized place to view, create, edit, import, and maintain all templates within a database. It lists every template built-in and custom, along with version history and the number of records using each.

Overview

From the Manage Database section, open the Templates tab to:

• View all templates used in the database (Custom, Built-in, Misc)
• Track version history (v1, v2, etc.)
• Check record counts per template
• Edit or delete templates
• Browse records created from a specific template
• Create or import new templates

This unified view gives admins a clear understanding of how data structures evolve across their workspace.

Viewing Existing Templates

1. Open the Manage Database dialog for the database.

2. Select the Templates tab in the left sidebar.
3. You’ll see all templates grouped under tabs:
   • All – every available template
   • Custom – templates created by your team
   • Built-in – system-provided templates
   • Misc – utility or imported templates

Each template entry displays:

• Template name
• Record count
• Template category
• Version number(s)

If a template has multiple versions, you can expand it to view each one (e.g., v1, v2).

Viewing Records for a Template

You can see all records using a specific template directly from this view.

1. In the Templates tab, click the record count beside the template name.
2. A popup opens showing every record that uses that template.

3. Within this listing, you can:
   • View or open individual records
   • Refresh the record usage
   • Confirm which templates are currently in use

💡 Tip: Review this list before editing or deleting templates to understand the scope of impact.

Editing an Existing Template

1. Open Manage Database → Templates.
2. Find the template you wish to modify.
3. Click Edit beside the template version.
4. The template opens in the Template Designer, where you can add or rearrange fields, change formulas, or modify layout.
5. When saving, AnyDB may prompt you to migrate existing records if structural changes are detected.

💡 Best Practice: Always check how many records are using the template before editing. For large datasets, schedule edits and migrations during off-peak hours.

Deleting a Template

If a template is no longer needed, it can be deleted from the database.

1. Open Manage Database → Templates.
2. Locate the template you wish to delete.
3. Click Delete beside the version or main entry.
4. Confirm deletion in the warning dialog.

⚠️ Warning: Deleting a template also deletes all records created from that template.
This action is permanent and cannot be undone.
Export your records first if you may need them later.

Managing Template Versions

AnyDB automatically tracks template versions each time you save changes.
This makes it easy to see how a structure has evolved and which version current records belong to.

Every template entry shows its version history. You can expand a template to see all versions.

You can also see the version of each record in the record details

💡 Tip: Keep earlier versions if you need to preserve historical layouts or compare configuration changes between releases.

Creating a New Template

To create a new record structure from scratch:

1. Open Manage Database → Templates.
2. Click + Create New Template at the top right.
3. Give your template a name and choose whether it’s a custom or derived type.
4. The Template Designer opens automatically for field creation and layout design.
5. Once saved, the template becomes available to all users in the database.

💡 Tip: Use clear naming conventions for templates (e.g., Customer Invoice, Asset Log, Work Order) to make them easier to find later.

Importing an Existing Template

You can reuse templates from other databases or import predefined layouts.

1. Open Manage Database → Templates.
2. Click Import at the top of the Templates list.
3. Choose a .json template export file.
4. Review imported fields and confirm.
5. The template will appear under the Custom tab.

💡 Tip: Imported templates retain their structure but not existing records.
They are ideal for standardizing data models across multiple teams or projects.

Summary

The Template Management screen gives administrators full control over how data is structured in AnyDB.
From one interface, you can view, edit, delete, import, or create templates, track versions, and explore linked records ensuring your workspace stays organized, consistent, and scalable.