Create a Tracker Template
Last updated
Last updated
Creating a Tracker template helps ensure continuity in your forms and trackers. By creating templates your users will be able to to create their own trackers that contain all the information that is required. MangoApps comes with several templates out of the box, but by creating your own custom templates, you can ensure that your company's unique needs are met.
From your Admin Portal, click on Modules. Next, select Trackers. Finally, click on New and select either Create from Scratch or Create from Spreadsheet.
Provide a Template Name (limit 100 characters) and a short Template Description (limit 500 characters). You can also choose your defining tracker color and set a relevant icon.
To customize your template, click on the Tools dropdown menu:
Click on Add New Columns to add columns to your tracker template.
Edit the columns and rows on your table by certain filters or groups.
Duplicate the table view to setup up multiple table views.
Download the XLS or PDF version of the table for data entry or formatting purposes. There must be at least one entry in order to generate the download file.
Unlike default columns, Title and Description, system generated columns cannot be edited or deleted. These system generated columns are:
Submitted By
Submitted Date
Last Modified By
Last Modified Date
Submitted By ID
Though they cannot be changed, they can be hidden. For more information on setting up your tracker columns, visit the User Guide section on Trackers here.
Your template has been completed. To make your tracker available, it will need to be activated first. To activate your template, click on Activate Template.
If you're not prepared to activate the template at this time, simply close out of it. It will be saved as a draft in the tracker template catalog until you choose to activate it.
This option allows you to import your columns from a .csv/.xls/.ods file. Click on the dropdown menu in the upper right hand corner of the screen, and select Create from Spreadsheet.
Choose a .csv/.xls/.ods file from your computer.
Select if you want set the first row of the spreadsheet as the tracker template column names.
Designate a Template Name. Your title must be 100 characters or fewer.
Select icon and color.
Input a template description. Your description should be 250 character or fewer.
Click Create to begin the import process.
Important: All data from your spreadsheet will be uploaded to the new template. Please double-check that every piece of information in your upload file is accurate and is intended to be included in the template. Accuracy at this stage ensures that the template reflects the desired data entries.
Your template has been completed. To make your tracker available, it will need to be activated first. To activate your template, click on Activate Template.
If you're not prepared to activate the template at this time, simply close out of it. It will be saved as a draft in the tracker template catalog until you choose to activate it.
System templates are provided out-of-the box from MangoApps and cannot be edited or deleted. However, they can be cloned and deactivated (upon deactivation, the Deactivate option will become the Activate option). Cloning a System template will duplicate it as a Custom template draft. From this new draft, you can edit the template and activate it instead of the system template.
Custom templates offer more options. Even after a Custom template has been activated, you will still have the option to perform additional edits. Similar to what is offered with the System templates, Custom templates can be duplicated and deactivated. Admins have the option to delete custom templates as well, but it is recommended to simply deactivate the unused template instead of deletion.
Deleting a custom template will remove it as a template option in the User Domain as well as from the Trackers module within the Admin Portal.
All older trackers created with the deleted template will not be affected.
The deleted template can be restored by the Network Admin from the Trash Can before the expiry of the preservation limit.
