---
title: "Set up text template"
slug: "set-up-text-template"
description: "Set up text templates in RapidValue to automate text insertion for records, defining conditions, sequences, and application timing for efficiency."
tags: ["Task", "RapidValue", "RV"]
updated: 2026-03-20T13:42:47Z
published: 2026-03-20T17:46:36Z
canonical: "docs.staedean.com/set-up-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.

# Set up text template

You can set up text templates. 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.

For each text template, you:

- Define the table and formatted text field to which it applies.
- Define when it is applied. You can have a text template applied on initialization or on save of a record.
- Can define a sequence number. This defines the sequence in which applicable text templates are searched for and applied.
- Can set up conditions that define in which cases the template is applicable.

### Steps

1. Click **Business process modeling**.

> [!NOTE]
> **Note**
> 
> You can also set up text templates from the:
> 
> - Business process implementation workspace
> - Business process testing workspace
> - RapidValue menu
2. Click **Text templates**.
3. Click **New**.
4. In the **Text template** field, type a value.
5. In the **Table name** field, select an option.
6. In the **Field name** field, select an option.

> [!NOTE]
> Note
> 
> If the defined table has but one formatted text field, you can skip this step.
7. In the **Solution** field, enter or select a value.
8. 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**.

Select or clear the **Apply initially to new records** check box.
  - **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.
9. You can define a sequence number. This defines the sequence in which applicable text templates are searched for and applied.

In the **Sequence** field, enter a number.
10. In the **Description** field, enter the template text.
11. Sub-task: Set up text template conditions.
  1. Click **Add condition**.
  2. In the **Field name** field, enter or select a value.
  3. In the **Condition** field, select an option.
  4. In the **Value** field, enter or select a value.
12. Close the page.

## Related

- [Edit](/edit.md)