Smart Templates

Found in: Settings > Smart Templates

Smart Templates are drag-and-drop forms used in inspections/audits and in certain workflows, to capture technician or user input in a structured way. They are configurable to support different layouts, field logic, scoring methods, and reporting requirements. A template can contain multiple pages, sections, and fields, allowing data to be collected in text, numeric, media, or table formats.

Each template also defines how responses are evaluated, how results are calculated, and how reports are generated. This makes Smart Templates a central component for managing consistent inspection processes, standardizing workflows, and producing reliable outputs.

WARNINGS

We strongly suggest that making changes to smart templates should only be done by your IT department or by someone with experience working on low-code applications.
Before making any change to a smart template, make sure to export the code of that template. This way, you can roll back any changes that have unintended consequences.

Let’s get started 🚀

Step 1: Log in to your Syncontrol account and click on the “Settings”.

Step 2: Select “Templates” from the dropdown menu.

Here you can view all the inspection templates you have created. If no templates exist, you will need to create a new one.

Create a New Inspection Template

This allows you to set up a new inspection template from scratch. You can define the template details, configure its layout, add fields for data collection, and set up evaluation rules to determine how results are calculated.

Step 1: Click on the “Create a New Inspection Template” button from the top right corner.

Template Info

The Template Info form contains several fields and options. Each of them is described in detail below.

Sr. No.	Field Name	Required	Description	Example
1	Name	Yes	The visible title of the template. This is the name that users will see when selecting or managing templates. It should clearly reflect the purpose of the template.	Samples Storage Locations
2	Code	Yes	A unique identifier used internally by the system. It must be lowercase and use underscores instead of spaces. This ensures the template can be referenced unambiguously.	samples_storage_locations
3	Type	Yes	Defines how the template will be used. • Booking Job → Used for inspection/audit templates. • Workflow → Used for internal process workflows. • Issue Submission → Used for reporting issues, non-conformities, or exceptions outside of standard inspections and workflows.	Booking Job
4	Description	No	Optional text providing additional details about the template’s scope or purpose. Helpful for distinguishing between templates with similar names.	Template for inspecting storage of collected samples.

Evaluation Model

The Evaluation Model defines how inspection or workflow results are calculated. It determines the rules for when a report is marked as successful, failed, or conditionally accepted. Configuration options are divided into three parts:

General Info
Checkpoints: Score Limits
Checkpoints: Requirement Options.

1. General Info

The General Info tab allows you to configure the conditions under which a report can be marked as failed. These options apply at the report level.

Job Result Settings

Sr. No.	Setting	Description
1	Failed checkpoints can result in failed report	Enable this to automatically fail the report if any critical checkpoint fails. Even a single failed checkpoint will override all other results and mark the report as Failed.
2	Too many Defects (failed AQL) can result in failed report	Enable this to fail the report when the number of defects recorded exceeds the acceptable quality level (AQL). Once the threshold is passed, the report cannot be marked as successful.
3	Improper production status and/or bad packing conditions can result in failed report	Enable this to fail the report based solely on poor production status or unacceptable packing conditions, regardless of checkpoint results.
4	Absence of perfect/reference sample can result in failed report	Enable this to fail the report automatically if a perfect or reference sample is missing during inspection.

Evaluation Mode

The evaluation mode defines how checkpoint scores are interpreted:

Standard (Minimum): Uses the lowest (minimum) score of all checkpoints. If any checkpoint receives a failing score, the entire report fails.
Average: Uses the average score of all checkpoints.

2. Checkpoints: Score Limits

The Score Limits tab allows you to define categories for checkpoint results. Up to five result categories can be configured. Each category has an accent (color), a label, and an upper score boundary that determines its threshold.

Default Categories

Accent	Description	Default Score
Grey	Neutral / Undefined / Not checked	-1
Blue	N/A / Not Applicable	0
Red	Failed / Error	1
Yellow	On Hold / Pending	2
Green	Passed / Success	3

Customizing Score Boundaries

You can adjust the upper bound values to change how scores are interpreted. For example:

Set upper bound for “Failed” to 5
Set upper bound for “Success” to 10
Disable other states by setting their values to -10

This flexibility allows specific conditions such as treating On Hold as failed or ignoring certain checkpoint statuses entirely.

3. Checkpoints: Requirement Options

You can use the Requirement Options tab to override the default scoring logic for individual checkpoints. This is especially useful in detailed inspections where specific questions require unique scoring criteria.

By enabling Use custom options and scores, you can define checkpoint-specific logic and assign different scores to each option. This gives you fine-grained control, allowing specialized requirements to be evaluated accurately without changing the overall scoring model.

After configuring the custom options and scores, you can save the checkpoint settings by clicking on the “Save” button to apply them to the template.

Once you save the inspection template, it will be stored in the system and can be viewed under the Smart Templates page.

After defining the basic information for your Smart Template, the next steps are to design its structure and configure how the collected data will appear in reports. These two areas are managed through the Layout Manager and the Report Manager.

Layout Manager

The Layout Manager lets you design the input form for your inspection or workflow. You can create pages, add questions or fields, and arrange them by dragging and dropping into place.

Step 1: Click on the Inspection Template that you have created to open it.

Step 2: Navigate to the Layout Manager tab.

Adding Pages and Fields

Scroll down to the bottom of the Layout Manager, you will see two buttons:

+ Create Page/Section → Use this to add a new screen or group of related inputs. For example, you might create a section for General Information, another for Defects, and one for Final Comments.
+ Create New Field → Use this to add a specific input item, such as a text box, a date picker, or a place to upload photos.

Field Types

Each field represents a question, input, or action for the user. Available field types include:

Input types → Text, Number, Date, or a larger Textarea for longer notes.
Media → Add fields for photos, or photos with attached comments.
Table-based inputs → Options like Quantity Tables, Defects, and Variations tables for structured data entry.
Decision fields → Checkpoints, Sample Checks, or Issues Overview that allow pass/fail or issue-tracking style responses.
Special controls → Submit buttons, Start buttons, or Custom HTML for more flexible design.

Customizing Fields

Each field you add can be customized:

Mark it as Required (must be filled in).
Allow it to be Repeated if multiple answers are needed.
Display it in Table View for structured data.
Reorder fields and sections easily using drag-and-drop.

Report Manager

Once the Layout Manager is set up, the Report Manager allows you to decide how the collected information will appear in generated reports. A single template can have multiple report layouts, which makes it possible to create separate reports for different purposes, such as:

A client-facing report
An internal quality control summary
A detailed inspector log

Step 1: Click on the “Report Manager” tab.

When you open the Report Manager tab, you will see a list of existing reports associated with the selected template. In the example shown, the template “SberDevices” already has one linked report.

To view the report information, click on the existing report and you can open its details, review the configuration, and make changes such as updating the name, description, layout, header/footer, styling, scoring rules, or image settings.

Create a New Report Template

The Report Manager allows you to create new report templates that define how inspection or workflow data will be displayed. Each report template can have its own layout, styling, and configuration, making it possible to generate different reports from the same Smart Template (for example, one for clients and another for internal use).

Step 1: Click the green “+ Create Report Template” button.

The system will open the Report Info page, where you can begin entering the report details such as name, description, layout options, headers/footers, styling, and image settings.

Define the following fields:

1. Name – Enter the report name. This is required and will be used to identify the report.

2. Description – Add an optional description to explain the purpose of the report.

3. Landscape Orientation – Enable this option to display the report in landscape format instead of portrait. Use this for wide tables or image-heavy reports.

4. Header (Blade HTML) – Define the header content shown at the top of every page. You can use text, images, or dynamic variables such as date or template name.

5. Footer (Blade HTML) – Define the footer content shown at the bottom of every page. Common uses include page numbers or company details.

6. Custom CSS – Add CSS rules to customize the design of the report. You can change fonts, colors, margins, or create page breaks.

Example:

.page-break-after { page-break-after: always; }

7. Report Theme – Select a theme for the report. The default is Standard.

8. Custom Javascript Code – Enter JavaScript or jQuery to apply extra customizations to the report. This is useful for interactive or advanced layout modifications.

9. Margin Top – Define the space (in cm) above the header area. This helps adjust the header’s position.

10. Margin Bottom – Define the space (in cm) below the footer area. This helps adjust the footer’s position.

11. Image Quality – Set the image quality (0–100). Higher values improve clarity but increase file size.

12. Image Width – Define the maximum width of images in pixels.

13. Image Height – Define the maximum height of images in pixels.

14. Resize Method – Choose how images should be adjusted: Fill down, Crop, or Scale.

15. Fix EXIF Orientation – Enable this to automatically correct image orientation (for example, sideways photos).

16. Disable Template – Enable this to deactivate the current report template without deleting it. The template will be hidden from use but can be re-enabled later.

Once you have defined all the fields and configured the report settings, click on the Save Report button to apply and store your changes. This ensures the updated template is saved in the system and can be used for generating reports.

Report Fields

The Report Fields allows you to control which elements appear in the final report and how they are arranged. These fields define the content that will be displayed, such as logos, general information, inspection results, or additional notes.

Click on the report you have created and scroll down to access the Report Fields area. Here you can manage and customize the content of your report.

Managing Report Fields

1. View Existing Fields – Each field listed represents a section or block of content that will appear in the final report. For example, you may see fields like Logo, General Information, Inspection Results, or Comments.

2. Edit Fields – To modify a field, click the edit icon (pencil) on the right-hand side. This allows you to update labels, adjust the content, or change formatting options.

3. Delete Fields – To remove a field, click the delete icon (red circle with cross). Once deleted, that field will no longer appear in the generated report.

4. Reorder Fields – Use the drag handle on the left side of a field to rearrange its position. The order you set here determines how the fields will be displayed in the final report.

5. Add New Field – Click the + Add New Field button to insert a new section into the report. You can choose from different field types such as text blocks, HTML code, images, tables, or custom elements.

Saving and Managing Reports

1. Save Report – Use this option to store all the changes you have made to the report fields and settings. When you click Save Report, the system updates the report with the latest modifications, such as added fields, reordered sections, or edited content. Saving ensures your progress is not lost and the report is ready to be generated in its updated form.

2. Delete Report – This option permanently removes the current report configuration from the system. Once deleted, the report layout and its settings cannot be recovered unless recreated manually. Use this option carefully and only if you are certain the report is no longer required.

3. Clone Report – This option creates an exact copy of the current report layout. Cloning is useful when you want to reuse most of the structure but make slight adjustments, such as changing the header, footer, or a few fields. Instead of building a new report from scratch, you can quickly duplicate an existing one and modify it as needed.