Templates vs. Instances

Templates Instances
App Admins can define the formatting and logic that applies to all instances.

Specifically, they can:

  • Add and reorder tabs
  • Add, modify, remove sections
  • Adjust section formatting and behavior settings
  • Enable roles
  • Create and edit form fields (i.e., attributes)
  • Configure editability, visibility, and business rules
Solution participants add and maintain information.

Specifically they can add, update, delete:

  • Field (attribute) values
  • KPI (metric) values
  • Attachments
  • User assignments to Roles





Updated on December 21, 2022

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