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Template widget

A template widget allows you to display custom content such as:

  • Static text - such as headings, instructions on using particular widgets, or information about your application - laid out using HTML or markdown. You can use template functions to include data from cases and activities within the text. Static text created with a template
  • Links to other pages in your application or to content outside your application.
  • Buttons that allow users to perform tasks and activities, refresh the page, copy content to the clipboard, or go back to the previous page. (Use the html. template function to create buttons.) Activity buttons and dropdown lists created with templates
  • A page footer with static text and links to key pages.
  • Images, such as a banner image or carousel of images. (You can also use a File preview widget display images without configuring a template.)
  • Video, which can be configured to play automatically or display media controls. (You can also use a File preview widget display videos without configuring a template.)
  • Custom functionality that is not available from the standard widgets or as a plugin. For example, you may want to display a progress bar or infographic populated with data from either the current case or a case that the user has selected from a grid or tile widget. A step wizard created with a template

You can define a template using plain text, HTML, or markdown. You can include template functions to incorporate data from cases and tasks, other dynamic content (such as the current date or details of the current user), and HTML buttons. (To add custom functionality that requires JavaScript, such as an interactive map or chart, use a plugin.)

To configure a template widget, either create an inline template or use the template. function to load a saved template. You can use template parameters to adapt a saved template to different use cases. HTML tags are detected automatically. For templates containing markdown, enable Render as markdown.

For more information about using template functions and creating saved templates, see Templates.

You can configure a template to use a case selected in a grid or tile widget for context. When configuring the template widget, select the relevant grid or tile widget from the Master widget list.

Tip:

To display details of multiple cases identified by a dataset, such as a table with a custom layout, a series of person profiles, or a catalog of products, use a tile widget.