Entity templates

Pre-built entity blueprints that create entities, fields, tables, and optional form layouts in one click.

Available templates

The plugin ships with entity templates for common use cases:

• Contact (CRM) — name, email, phone, company (relation), notes
• Project — name, description, status, start/end dates, lead (user field)
• Ticket — title, description, status, priority, assigned to, resolution

Installing a template

POST /pfm/v1/meta/templates/{templateSlug}/install

This creates:

1. The entity with all its fields
2. The database table (reconciled)
3. Optional auto-numbering configuration
4. Optional form layout with sections

You can override the entity slug via slug_override parameter.

Template format

Each template is a JSON file defining:

• entity — slug, labels, icon, permissions
• fields — array of field definitions with types and configs
• number_sequence (optional) — auto-numbering configuration
• form_layout (optional) — initial form sections and field placement