Q: Template didn't execute
A: Check "Processed Actions" on user card. If it shows an orange badge, click magnifying glass to see the SQL error.
Common issues: field type mismatch, missing User data, or database trigger failure.
Q: Multiple templates assigned to same table – which one wins?
A: Use "Conflict Resolution" in Default Field Values (High over Low or Low over High).
Q: Can I update a record after it's created?
A: Yes! Set template "Action on Grant" to "Insert/Change" and it will update existing records.
Q: What happens when I revoke a role?
A: Depends on "Action on Revoke" setting: "Delete Record", "Change Record", or "No Action".
Q: Free Fields not showing on user card?
A: Make sure you created "User Free Field" (not "Organization Role Free Field").
Last reviewed: October 2026.