Document templates (SM209020)

You can use the elements in this area to select an existing template for editing or create a new template.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The window toolbar

Save to clipboard
Places the template on the clipboard so that you can paste it on the appropriate form.

The top part

Template ID
The unique identifier of the template, which the system assigns automatically when you save the template for the first time.
Window ID
The window ID of the form used to create the template.
Description
A description of the template. An alphanumeric string of up to 30 characters can be used. This required description also serves as a template identifier.
Graph
The system graph associated with the form that was used to create the template.

The table

Active
A check box that indicates to the system (if selected) that the field (that is, the user interface element) specified by the row will have no assigned value for this template. If on the form, the field gets a default value, this will occur once the template is used for a new document.
Line
A read-only value.
Container
The area or tab of the form to which the field belongs.
View
A read-only value. The view on the form this line belongs to.
Type
The type of the internal object the field is related to.
Field
The field in the area of the form specified as the container.
Value
The value of the field to be used for the template.
Template ID
The ID of the document template.
Last modified October 9, 2026