Add template library for records

[tmnrdhf]

Scope & Context

When using Twenty, I want my team to be able to select from a variety of predefined record temoplates for each object.
Common examples include products or task templates.

Expected behavior

My suggestion to solve this would be to add what I would describe as a record template library:

• the admin creates a new object (e.g. products or tasks)

• and predefines the fields this object has (e.g. price, discount, final price or task type, name, description)

• set's up field calculations if needed (e.g. calculating the final price)

• now to this object he can directly add a list of predefined "record templates"

• for each record template he can preconfigure default values for certain fields (e.g. product = cake, price = 10€, but discount has to be added by the user)

• decide if certain fields are mandatory for saving a record

• decide if certain fields are immutable (e.g. final price or task name)

• disallow users to add records without using a template (e.g. I only want users to work with the predefined products and not come up with their own)

For me, this is a crucial feature for any serious CRM. Thanks for potentially considering it!