Is there any way to create a custom template to save and use for new records?

Forum|Forum|3 years ago
March 5, 2023
5 replies
2927 views

I used to use passwordsaver (years ago). They allowed us to create an ENTIRELY new template and customize it with whatever fields, names etc. and save it in the system for future use. Does 1password offer this? All I see is an option to 'edit' and existing record and add fields. I want to have this 'new' template come up as an option to use under all their 'standard' template options.

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Pinned Reply By 1P_Ben

Hi @Shopchops

We do have a custom template feature in beta. 😃 I couldn't say when that'll roll out to everyone, but it is a use case that we're aware of and our product team is evaluating. If you have a 1Password Business account and would like to try it out, navigate to https://start.1password.com/settings/beta and enable the beta features checkbox. Then you can create and manage templates at https://start.1password.com/templates/

If you're not using 1Password Business, or would rather not beta test, you may want to consider using customized Secure Notes for this purpose. You can read more about our suggestions around that, here:

I hope that helps!

Ben

A

Anonymous

I use 1password 8 on one computer, Windows 10 Pro.

1

1P_BenPinned

1Password Employee

Hi @Shopchops

We do have a custom template feature in beta. 😃 I couldn't say when that'll roll out to everyone, but it is a use case that we're aware of and our product team is evaluating. If you have a 1Password Business account and would like to try it out, navigate to https://start.1password.com/settings/beta and enable the beta features checkbox. Then you can create and manage templates at https://start.1password.com/templates/

If you're not using 1Password Business, or would rather not beta test, you may want to consider using customized Secure Notes for this purpose. You can read more about our suggestions around that, here:

I hope that helps!

Ben

1P_Dave

1Password Employee

I don’t have any news to share about the custom templates feature and I’ve let our product team know that this is something that you’re eager to see. Thank you for voicing your support for this feature request!

-Dave

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