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Templates Overview

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Template Structure

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1. Core Components

• Basic template information
• Flow configuration
• Form definitions
• Field specifications
• Validation rules
• Integration settings

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2. Template Example

{
  "templateId": "basic_program",
  "version": "1.0",
  "name": "Basic Program Template",
  "description": "Standard template for basic programs",
  "flow": {
    "steps": [
      {
        "id": "registration",
        "type": "form",
        "config": {
          "formId": "basic_registration"
        }
      },
      {
        "id": "payment",
        "type": "payment",
        "conditional": "{registration.fee > 0}"
      }
    ]
  }
}

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Template Features

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1. Configurability

• Customizable fields
• Flexible validation rules
• Conditional flows
• Dynamic behavior
• Integration options

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2. Reusability

• Base templates
• Template inheritance
• Shared components
• Version control
• Template cloning

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3. Extensibility

• Custom fields
• Plugin support
• API integration
• Workflow hooks
• Event handlers

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Template Types

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1. Program Templates

• Basic program registration
• Advanced program registration
• Multi-session programs
• Recurring programs
• Special events

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2. Form Templates

• Registration forms
• Health declarations
• Feedback forms
• Survey forms
• Custom forms

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3. Specialized Templates

• Health program templates
• Event templates
• Workshop templates
• Training templates
• Consultation templates

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Template Management

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1. Creation

• Template design
• Component selection
• Flow configuration
• Validation setup
• Testing

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2. Versioning

• Version control
• Change tracking
• Migration support
• Rollback capability
• Archive management

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3. Deployment

• Template publishing
• Access control
• Distribution
• Monitoring
• Updates

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Best Practices

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1. Design

• Keep it simple
• Maintain consistency
• Follow standards
• Document well
• Test thoroughly

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2. Implementation

• Use base templates
• Implement validations
• Handle errors
• Monitor performance
• Regular updates

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3. Maintenance

• Version control
• Regular review
• Performance monitoring
• Security updates
• Documentation updates

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Security Considerations

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1. Access Control

• Template permissions
• Role-based access
• Version control
• Audit logging
• Change tracking

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2. Data Protection

• Field encryption
• Secure storage
• Data validation
• Input sanitization
• Output encoding

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Integration Points

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1. External Systems

• CRM integration
• Payment systems
• Notification services
• Analytics platforms
• Third-party APIs

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2. Internal Systems

• Program management
• User management
• Reporting system
• Monitoring tools
• Audit system

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Next Steps

• Learn about Template Creation
• Understand Masters Overview
• Explore Form Creation
• Study Flow Configuration