# How to determine and effectively manage templates in glideapps **URL:** \ **Category:** Ask for Help\ **Created:** [June 3, 2025, 2:46pm UTC](https://community.glideapps.com/t/how-to-determine-and-effectively-manage-templates-in-glideapps/82223 "2025-06-03T14:46:35Z")\ **Posts on this page:** 5\ **Page:** 1
**Author:** ![Maazsaeed](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maazsaeed/32/90243_2.png) [@Maazsaeed](https://community.glideapps.com/u/Maazsaeed)\ **Post date:** [June 3, 2025, 2:46pm UTC](https://community.glideapps.com/t/how-to-determine-and-effectively-manage-templates-in-glideapps/82223/1 "2025-06-03T14:46:35Z")
So, here is the scenario Our company uses three types of templates and each of it is different and I am creating a glide app to effectively manage them. I have already built an app in which I am using a helper table when the transacitons are uploaded to put data into it and view it and all of that is for template 1 but to manage and automatically detect which type of transaction report it is we need to use some logic which I ddont know how to. Here is an example of the three templates i am talking about Template 1 | Transaction date | Value date | Transaction reference | Description | Debit Amount | Credit Amount | Balance | Account number(IBAN) | Account number(BBAN) | Account name | Currency | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 14-Mar-25 | 16-Mar-25 | 000452055733.AC0003. | Service Fee | 000452055733 | 10 | | 508.04 | MU07MCBL0944000452055733000USD | 452055733 | Current Account | | 14-Mar-25 | 16-Mar-25 | 000452055733.AC0003. | Tax Amount Due | 1.5 | | 518.04 | MU07MCBL0944000452055733000USD | 452055733 | Current Account | USD | Template 2 | MY TRANSACTIONS | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Transactions List | | LC1202 - CAODA- SHOBHA JEWELS CO LTD (MUR) - 143100000922 | | | | | | | | Instrument ID | Transaction Date | Value Date | Description | Amount Type | Amount | Running Balance | | | | 17/03/2025 | 17/03/2025 | Transfers/Bonus SBM TRANSITIO | Cr. | 18,650.93 | 35,936.66 | | | | 13/03/2025 | 13/03/2025 | Transfers/Bonus SBM TRANSITIO | Cr. | 457.83 | 17,285.73 | | | 7447058 | 13/03/2025 | 13/03/2025 | INWARD CLEARING-MORNING | Dr. | 23,000.00 | 16,827.90 | Template 3 Title : Transactions Report generated by : SHOBHA JEWELS CO LTD Report generated on : 17/03/2025 08:39 PM Account Number : 03020005516 Bank Name : Bank One Start Date : 02/02/2025 End Date : 16/03/2025 "Transaction ID " "Cheque Number " "Transaction Date " "Value Date " "Description " "Debit " "Credit " Balance S14960898/3 4/2/2025 4/2/2025 SWIFT PMT/000000446856/BAFLEH JEWELLERY LLC 1410.3 1097286.19 S14960898/4 4/2/2025 4/2/2025 SWIFT PMT/000000446856/BAFLEH JEWELLERY LLC 711900 385386.19 S14974986/3 6/2/2025 6/2/2025 SWIFT PMT/000000447372/BAFLEH JEWELLERY LLC 1399.5 383986.69 S14974986/4 6/2/2025 6/2/2025 SWIFT PMT/000000447372/BAFLEH JEWELLERY LLC 706500 -322513.31 ---
**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\ **Post date:** [June 4, 2025, 12:30am UTC](https://community.glideapps.com/t/how-to-determine-and-effectively-manage-templates-in-glideapps/82223/2 "2025-06-04T00:30:53Z")
> [@Maazsaeed](#): > > I have already built an app in which I am using a helper table when the transacitons are uploaded to put data into it and view it and all of that is for template 1 How are you letting your users upload the data? Is it a file and you’re extracting the content using a workflow or something like that? ---
**Author:** ![Maazsaeed](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maazsaeed/32/90243_2.png) [@Maazsaeed](https://community.glideapps.com/u/Maazsaeed)\ **Post date:** [June 4, 2025, 12:54pm UTC](https://community.glideapps.com/t/how-to-determine-and-effectively-manage-templates-in-glideapps/82223/3 "2025-06-04T12:54:28Z")
I have done the functionality and is detecting the keywords and everything correctly. Now, nevermind I found the solution ---
**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\ **Post date:** [June 4, 2025, 11:04pm UTC](https://community.glideapps.com/t/how-to-determine-and-effectively-manage-templates-in-glideapps/82223/4 "2025-06-04T23:04:54Z")
Can you share the solution to help people who read this thread later? ---
**Author:** ![Maazsaeed](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maazsaeed/32/90243_2.png) [@Maazsaeed](https://community.glideapps.com/u/Maazsaeed)\ **Post date:** [June 5, 2025, 9:29am UTC](https://community.glideapps.com/t/how-to-determine-and-effectively-manage-templates-in-glideapps/82223/5 "2025-06-05T09:29:08Z")
Yep, it was quite simple I will create a video in about 2 days explaining all of the logic behind it – I am going to do it for my client tho that is why I will share here as well