---
title: "Extended Data Templates"
slug: "extended-data-templates"
updated: 2026-07-30T09:44:00Z
published: 2026-08-11T11:45:59Z
canonical: "help.idibilling.com/extended-data-templates"
---

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

# Extended Data Templates

Extended Data can be added to a Workflow Definition either as a one-off item or as a linked Extended Data Templates. Templates are reusable, shared extended data definitions.

Choose **CONFIGURE > Extended Data Templates** on the Workflow menu to open the Configure Extended Data Templates page.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76613.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A33Z&se=2026-11-14T11%3A58%3A33Z&sr=c&sp=r&sig=iYWOO6TtPkG0yQ3EnOLjZQZvq0ljYp%2FT9q3varHEyGE%3D)

From here you can add, modify and delete Extended Data Templates. The **Available Templates** area displays existing Extended Data Templates.

You can filter the Available Templates list to limit the number shown by entering a full or partial name and clicking **SEARCH**.

#### Managing Existing Templates

To view and edit a Template configuration, select its Name. The configuration details are then displayed on the right side of the page.

To delete a Template, hover over the last column of that template's name and click the remove button ![RedXRemoveButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75081.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A33Z&se=2026-11-14T11%3A58%3A33Z&sr=c&sp=r&sig=iYWOO6TtPkG0yQ3EnOLjZQZvq0ljYp%2FT9q3varHEyGE%3D). A confirmation is displayed. Click **OK** to remove the template.

> [!NOTE]
> Note
> 
> If an Extended Data Template is (or has ever been) assigned to a Task, it cannot be deleted.

#### Adding Templates

To create a Template:

1. Click **Create Template**.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77522.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A33Z&se=2026-11-14T11%3A58%3A33Z&sr=c&sp=r&sig=iYWOO6TtPkG0yQ3EnOLjZQZvq0ljYp%2FT9q3varHEyGE%3D)

This displays the configuration fields on the right side of the page.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77525.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A33Z&se=2026-11-14T11%3A58%3A33Z&sr=c&sp=r&sig=iYWOO6TtPkG0yQ3EnOLjZQZvq0ljYp%2FT9q3varHEyGE%3D)
2. Enter a Name (required) and Description (optional).
3. Enter a Field Label for the template.

> [!NOTE]
> Note
> 
> The Field Label is what you'll see in drop down menus rather than the name assigned to the Template.
4. Enter a Default Value (optional).
5. Select the Type. Type specifies the kind of data the template will hold (Integer, Text, date & Time, yes/No, etc...) If you select List as the Template Type, you'll need to select the List from the additional drop down menu provided. .

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80637.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A33Z&se=2026-11-14T11%3A58%3A33Z&sr=c&sp=r&sig=iYWOO6TtPkG0yQ3EnOLjZQZvq0ljYp%2FT9q3varHEyGE%3D)
6. Use the **Active** check box to select whether or not the template will be available in drop down menus when you are working with Workflow Definitions. If **Active** is not checked the template will not be available.
7. Click **SAVE**.