Step-by-Step Guide to Configuring Your Template1. Start by opening a Bord or Item view.

https://youtu.be/T0aAc3CCfiE

2. Locate the Add View icon (which looks like a "+" symbol). Click on it.

3. From the dropdown that appears, navigate to:

• Installed App

• Choose HTML Template View

  

4. Next, you'll see a gear (⚙️) icon. Click on this icon to start configuring your template.

5. A configuration view should now be visible on your screen, as illustrated in the image above.

6. Now, it's time to choose your desired template!

• Look for the "Select template" dropdown.
• This dropdown will display only the templates you've published. If you want to view templates from the Template Library, simply check the “Include Example” checkbox.

7. As you're selecting your template, keep in mind that:

• Some HTML templates might require specific variables to be configured.

• If any variable is mandatory and isn’t configured, you'll see a configuration error.

  

8. Once you've made all necessary configurations:

• Head over to the top right corner.