---
title: "Apply text template"
slug: "apply-text-template"
description: "Apply text templates automatically or manually to RapidValue records, enhancing your formatted text fields with relevant, condition-matching content."
tags: ["Task", "RapidValue", "RV"]
updated: 2026-03-20T10:21:51Z
published: 2026-03-20T17:46:36Z
canonical: "docs.staedean.com/apply-text-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Apply text template

You can apply text templates to new records. A text template is a default text that you can apply automatically or manually. You can use a text template in a formatted text field, usually a description or a note, of the defined **RapidValue** entity.

**Apply text template automatically**

The **Apply initially to new records** check box defines when a text template is applied automatically. If this check box is:

- **Selected**, the text template is applied directly when you initialize the creation of a new record. So, the text template is directly inserted after you click New.
- **Cleared**, the text template is applied when you save a new record. If text exists in the text field, the text template is inserted above this text.

The applicable template is searched for based on:

- Current table, formatted text field, and solution - Only text templates are applicable with the same table, formatted text field, and solution defined.
- Sequence - If several text templates exist for the table, field, and solution combination, these are checked on the conditions, starting with the lowest sequence number.
- Conditions - Only text templates are applicable which conditions match the settings of the current record. For example, a text template is only applicable for requirements with gap type **Fit**.

Only the first found text template, which settings matches the table, field, solution, and conditions, is applied.

**Apply text template manually** You can manually apply text templates that meet the settings of the current record:

- Current table, formatted text field, and solution - Only text templates are shown with the same table, formatted text field, and solution defined.
- Conditions - Only text templates are shown which conditions match the settings of the current record. For example, a text template is only available for requirements with gap type **Fit**.

The steps in this topic explain how to manually apply a text template to a requirement. You can, in a similar way, apply text templates to other **RapidValue entities with formatted text** fields.

### Steps

1. Click **Business process implementation**.
2. Click the **Requirements** tab.

> [!NOTE]
> Note
> 
> You can, in a similar way, apply text templates to other **RapidValue entities with formatted text** fields
3. In the list, find and select the desired record.
4. Click **Edit**.
5. On the **Action Pane**, click **Manage**.
6. Click **Apply text template**.
7. In the list, find and select the desired record.
8. Click **OK**.

> [!NOTE]
> Note
> 
> As a result, the selected text template is added to the related text field. If text exists in the text field, the text template is inserted above this text.
9. Close the page.

> [!NOTE]
> Notes
> 
> - Text templates, as defined for reference solutions, are included in the search and can also be applied automatically or manually.
> - If you copy an existing record, text templates are not applied