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Creating Templates

Once you have set up your type, you can make templates from the type. These obey all the rules set on the type. Only managers can make and edit templates, click on ’+ New’ in the left hand sidebar, and select ‘Template’. Screen Cast 2025-07-03 at 4.36.33 PM.gif

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Customising your Template

On your template, you can then add further customisation that will be applied to all instances of that template:
  • Page content
  • Fields
  • Field values
  • Computed titles
  • Assignees
  • Strict mode
  • Review requirements
  • Validation checks
Page content, field and field values effectively get copied across to the instance, so templates and instances have exactly the same.
Learn more about content and fields here & here
The rest, however get set on the template in the ‘Instances’ tab of the sidebar. They then just apply to instances of the template, and not the template itself. Screenshot 2025-08-27 at 18.03.32.png

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Computed Titles

It is possible to set computed title expressions for your instances. All instances created from this template will have their title automatically generated. You can customise computed fields to add specific fields or properties. Screen Cast 2025-07-30 at 2.23.45 PM.gif
ExpressionField / Property
@"Field name"References a field from the template
@CREATED_ATDate and Time of instance creation
@CREATED_BYUser that created the instance
@TYPE_NAMEName of the Type
@INDEXA running number that increases consecutively, across all entites, irrespective of type, template or instance
@TYPE_INDEXAn index per instance made from the type, increasing for every instance made
@TEMPLATE_INDEXAn index per instance made from the template, increasing for every instance made
Computed titles, like formulas, are re-calculated every time an edit is made to the entity they belong to.

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Assignees

You can assign users to instances — they will be notified via email and an inbox notification in Seal. Default assignees can be added to templates, via the instances tab. When the template is instantiated, default assignees will be notified. The assignment will be marked as complete when the instance is published. Screen Cast 2025-08-27 at 6.18.15 PM.gif

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Strict Mode

Strict mode can be used to lock down editability of instances. It limits what users can fill out to the following:
  • Title
  • Field values
  • Task cards
  • Checkboxes
  • Assignees
  • Tags
  • Work instructions
This means that the following cannot be edited while Strict Mode is turned on:
  • Page content
  • Field configuration & names
  • Adding / removing fields
You can clearly see if an instance is in Strict mode by looking at the top bar: Screenshot 2025-08-27 at 18.20.06.png Just like Computed Titles and Assignees, Strict Mode can be set on the Instances tab of templates. This means that all instances created from the template will be in Strict Mode. Screenshot 2025-08-27 at 18.22.32.png
Strict Mode can be turned on and off on individual instances by those with Manage permissions. Read more about instance behaviour here.

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Review Requirements & Checks

Just like with types, you are able to set mandatory review requirements and checks that must pass in order for instances of this type to be published.
Learn more about Review Requirements and Checks here