Documentation / Tools / Templates
Connections
How templates depend on connected record context in TrialStack.
Templates provide reusable structure. Connections provide the records and relationships that those templates are meant to work against.
Why it matters
- a template needs entity context to be useful
- reviewers need to understand which records a template applies to
- teams want reusable structure without detaching it from governed data
From each side
- Use Templates for the reusable structure or prompt shape.
- Use connected entity pages to understand the records the template operates on.