---
title: "Data Template"
slug: "data-template"
updated: 2026-01-09T12:43:10Z
published: 2026-01-09T12:43:10Z
canonical: "help.symphonysummitai.com/data-template"
---

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

# Data Template

You can configure Category-wise templates and populate the data in the templates so that the predefined data can be used while adding, updating, or importing Assets to the [Asset Inventory](/apex/docs/asset-inventory). For more information about adding, updating, and importing Assets, see [Adding Fixed Assets](/apex/docs/add-fixed-assets), [Updating Asset Details](/apex/docs/updating-asset-details), and [Importing Assets](/apex/docs/importing-assets), respectively.

To configure standard Data Templates, perform the following steps:

1. Select **Asset > Configuration > Asset Masters > Data Template Configuration**.
2. On the **DATA TEMPLATE** page, on the **ACTIONS** panel, click **ADD NEW**. The **DATA TEMPLATE** page is displayed.
3. Select the **Tenant**, **Category**, specify the **Template Name**, and then select **Active** if you want to make the configuration active. For more information about the fields on the **DATA** TEMPLATE page, see Field Description.
4. Configure the required data in the template displayed in the **<CATEGORY> DETAILS** table, and then click **SUBMIT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-UZSAPY9U.png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A50%3A18Z&se=2026-11-07T19%3A50%3A18Z&sr=c&sp=r&sig=cDq3d8M%2FrXrKKUBrRiRcC6Fvnqd1H4ZCYTPPio0dxPE%3D) Figure: DATA TEMPLATE page

#### Field Description

The following table describes the fields on the **DATA TEMPLATE** page:

| **Field** | **Description** |
| --- | --- |
| **DETAILS** |
| Category | Select the Asset Category for which you want to configure a Data Template. |
| Template Name | Specify the Template Name. |
| Active | If selected, the Data Template configuration becomes Active. |
| **<CATEGORY> DETAILS** table | Specify the data in the template that you want to configure. The specified data is displayed while adding, updating, or importing Assets, when the user selects the Category-specific Data Templates. |

#### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **DATA TEMPLATE** page.

**SHOW LIST**

Click **SHOW LIST** to view the list of Data Templates configured for a specific Tenant and Category.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VNRQ25JR.png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A50%3A18Z&se=2026-11-07T19%3A50%3A18Z&sr=c&sp=r&sig=cDq3d8M%2FrXrKKUBrRiRcC6Fvnqd1H4ZCYTPPio0dxPE%3D) Figure: DATA TEMPLATE page

To update a Data Template, click the required **Template Name**. Make appropriate changes and click **SUBMIT**.

> [!NOTE]
> Notes
> 
> When the Data Templates are displayed under the **LIST** table, the following actions are displayed on the **ACTIONS** panel:
> 
> - **Filters**: Click **Filters** to specify a filter criteria to view a particular set of Data Templates. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-6C8YMHJ1.png?sv=2026-02-06&spr=https&st=2026-11-07T18%3A50%3A18Z&se=2026-11-07T19%3A50%3A18Z&sr=c&sp=r&sig=cDq3d8M%2FrXrKKUBrRiRcC6Fvnqd1H4ZCYTPPio0dxPE%3D) Figure: FILTERS pop-up page
> 
> - **ADD** **NEW**: Click **ADD** **NEW** to configure a new Data Template.