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Templates

Templates group attributes into reusable structures for entity records.

What to Define in a Template

Section titled “What to Define in a Template”
  • Core business identity fields (name, key, status)
  • Metrics for analysis (amount, score, quantity)
  • Optional reference links to related templates
Section titled “Recommended Workflow”
  1. Start with 5–10 attributes.
  2. Create sample entities.
  3. Validate search filters and chart usefulness.
  4. Add fields only when operationally needed.

show template basic settings and attribute composition.