> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Customize line items with extra data [Advanced]

## Overview: line item transforms in templates

Dynamic transforms let you enrich checklist and report templates with links, files, embedded videos, images, and formatted text, which is used when manuals, drawings, Loom or YouTube guides, or review documents need to sit next to a checklist item.

* Your role must be **Manager** or higher to create or edit template content. All project roles can view transforms in templates.
* You can find the menu at **Template Center** - open template - template text field.
* This changes checklists, reports, and shared templates that use those transforms.

|| Only users with the project role **Manager** or higher can create or edit template content. All project roles can view transforms in templates.

## How to add transforms to a template

1. Go to **Template Center** in your project.
2. Open the template you want to edit.
3. Insert one of the transform formats from the table below into the template text field.
4. Save your changes.
5. Preview the template to confirm the transform works as expected.

## Results: available transforms

| Description | Format example |
|---|---|
| Link | `{{ link:google.com }}` |
| Link with name | `{{ link:CxPlanner:https://cxplanner.com }}` |
| File | `{{file:schematic.pdf}}` |
| File with name | `{{file:FILENAME:schematic.pdf}}` |
| Review | `{{ review:schematic.pdf }}` |
| Review with name | `{{ review:FILENAME:schematic.pdf }}` |
| Loom video | `{{ embed:https://www.loom.com/share/7ef06edabdfb4cbca3bc271045e61bcd }}` |
| YouTube video | `{{ embed:https://youtu.be/jRWmFRcLvho }}` |
| Image | `{{ img:https://cxplanner.com/images/logo/CxPlanner_logo_black_brightBlue.png }}` |
| Fold-out section | `{{ details:Read more }}` |
| Bold text | `**Text within double asterix**` |
| Italic text | `__Text within double underscore__` |
| List format | `* Text with asterix in front` |

### Example: customize names in Template Center

![Screenshot: Customize line items with extra data Advanced - Example: Customize names in Template Center](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_bjkyj.png)

### Example: end result in a test

![Screenshot: Customize line items with extra data Advanced - Example: End result in a test](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_104vi05.png)

## Troubleshooting: line item transforms

| Problem | Cause | Solution |
|---|---|---|
| Transform not showing in preview | Format typed incorrectly | Compare the syntax with the table and fix spacing, braces, and prefixes |
| Video not embedded | Link is not Loom or YouTube | Replace it with a Loom or YouTube share link |
| File link not working | File not uploaded or path incorrect | Confirm the file name and upload location in CxPlanner, then update the transform |