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Templates

Learn, how to use templates when creating custom data fields

You are here: Start -> Settings -> Your data fields

Those are templates for custom data fields.

A template can only be created and edited by Channel Pilot Pro.

Use a template

Find out everything you need to know about creating and managing your "custom data field" here.

In the following example, we use the basic template "Search and replace".

  1. Click on "Your data field" and then on the blue tile "Apply custom data field" to create a new data field.

    The editor opens.

  2. Click on "Templates".

  3. Select a template from the list. A brief description of the function is displayed on the right-hand side. You now have 3 options:

    1. Basics

      These templates represent some basic queries.

    2. Examples for special cases:

      These templates display some special queries.

    3. Filter templates

      Templates can be used for filters. You can find more information here.

    We use the "Search and replace" template here.

  4. Give the new data field a name.

    Tip: The purpose of the data field should be clear from the name.

  5. Click on "Apply data field name".

  6. Enter the parameters:

    1. Data field: Which data field the formula refers to.

    2. Search value: What to search for.

    3. Replace value: What the value searched for above should be replaced with.

      A preview appears directly on the right-hand side.

  7. Click on "Save settings".

In the lower area you can display the formula and test it as usual.

You CAN NOT EDIT the formula area. Check information in the following section.

Edit a template

You can not edit a template.

You can only select the parameters, display the formula and test it with your selected parameters.

NOTE: You can not edit a template! To change the formula and the parameters in the lower area, you must exit the wizard mode.

It is NOT possible to return to wizard mode once you left it!

Delete a template

You can not delete a template.

However, you can delete the "custom data field" that you created using the template.

To do this, you must first remove the assignment of the custom data field. We explain how to do this here.

You can find more information on "Templates" in the FAQ.

Alternatively, you can create a "Blueprint". You can find all information about blueprints under "Blueprints" and "FAQ - Blueprints".

Templates for filters

Templates can also be used in filters.

For more information on templates for filters, click here.

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