How the Editor Works
Open a template from Records & Reports to edit it. The Record Preview on the left shows the form exactly as users see it. Anything you type in the preview is saved as a default value.
Click Save when you're done. Layout changes apply to new records, but renaming a template also relabels existing ones.
Template Details
| Setting | Description |
|---|---|
| Name | 1 to 48 characters. |
| Value font | Default font for values: Sans, Serif or Mono. |
| Paper watermark | Diagonal text on paper view and PDF exports, up to 48 characters. |
| Form width | 4 to 8.5 inches. Click Edit & preview to see it at true size. |
| Form outer border | Draws a heavier border around the whole form. |
| Form search fill | Adds a search at the top that fills matching fields in every section. |
| Type | The record type. Civilian and BOLO templates can't change type. |
| Restrict Agencies | Only units in these agencies can create and edit records from this template. |
| DMV-only creation | Licence, Vehicle and DMV Record only. Only the DMV panel can create these, not civilians. |
Sections
Add sections with Add new section or Add premade section, and drag them to reorder. Every section has a name (up to 64 characters) and border options, and can be duplicated or deleted.
Dependencies
Click Edit dependencies on a section or field to hide it until fields in earlier sections match your rules. For example, show a DUI Details section only when Charge Type equals "DUI". Rules can require all or any to match and compare with Equal, Not Equal or Contains. They only work with text, number and choice fields.
Fields
Click + Add a new field in a standard section.
Matchers
Matchers link a field to other data, such as first_name or veh_plate. They power search fill, lookups and search indices. Use lowercase letters and underscores. See Record Mappings for how they work in detail.
Required Fields
Some types need exactly one field with each of these matchers. Each must be required, not read-only, not hidden by a dependency and not in a duplicatable section.
| Type | Required matchers |
|---|---|
| Civilian, Warrant, BOLO | first_name (Text), last_name (Text), dob (Date) |
| Licence | The above, plus licence_number (Text or Random) and licence_iss (Date) |
| Vehicle | veh_plate (Text), veh_iss (Date) |
Need help?
Still have questions? Join our Discord server for support from the Melonly Team.