When you've customized a template-based module and want to restore it to its original configuration, Reset to Template provides a safe way to revert schema changes while keeping your data intact.

Overview

Reset vs. Reinstall

Approach	What Happens	When to Use
Reset to Template	Restores fields, views, and references to template defaults. Your records and custom items are preserved.	You want the original structure back but need to keep your data
Reinstall (Uninstall + Install)	Removes the module entirely, then creates a fresh copy. All records are deleted.	You want a completely fresh start

Reset to Template is non-destructive. Your records, user-created fields, custom views, and other additions are never deleted.

When Reset is Available

The Reset to default button appears in the Add-ons Marketplace when:

The module was installed from a template
Template-provided schema has been modified (fields changed, views deleted, etc.)

If you haven't customized the template-provided items, no reset is needed and the button won't appear.

What Gets Reset

Reset to Template only affects template-provided (vendor-managed) items:

Template Items (Reset)

Fields - Template field configurations are restored (type, options, validation)
Views - Template views are restored to their original configuration
References - Template relationships between modules are restored

Your Items (Preserved)

Records - All your data remains untouched
Custom fields - Fields you added yourself are kept
Custom views - Views you created are preserved
Custom references - Relationships you defined are maintained
Runtime state - Auto-number sequences, formula caches, and other runtime data

Using Reset to Template

Step 1: Access the Add-ons Marketplace

Go to Settings > Add-ons
Find the module you want to reset
Look for the Reset to default button

Step 2: Review and Confirm

The reset will show you a summary of changes:

Fields removed (your customizations to template fields)
Fields added (template fields you deleted)
Views added (template views you removed)

Step 3: Verify Your Data

After reset:

Open the module to verify your records are intact
Check that custom fields you added still exist
Verify custom views are still available

Special Considerations

Auto-Number Fields

Auto-number fields have a special "next value" counter that tracks the sequence. Reset to Template preserves this counter, so your existing records keep their numbers and new records continue the sequence.

If you need to regenerate auto-numbers for existing records:

Go to Module Builder > Fields
Click on the auto-number field
Enable Backfill existing records
Save the field

This will assign sequential numbers to all records that don't have one.

Select/Picklist Fields

If template select fields had options you removed, those options are restored. Your records that use custom option values are preserved, but you may need to remap them to the restored options.

Required Fields

If the template marks a field as required but existing records don't have values, you may need to populate those fields after reset.

Frequently Asked Questions

Will I lose my data?

No. Reset to Template only affects the schema (fields, views, references), not your records. Your data is always preserved.

Can I undo a reset?

There's no automatic undo. However, since reset only restores template defaults, you can re-customize the module after reset. For critical modules, consider exporting your records before major changes.

Why don't I see the Reset button?

The Reset to default button only appears when:

The module was created from a template
Template-provided items have been modified

If your module matches the template exactly, no reset is needed.

What about fields I added?

Custom fields you created are never removed. Reset only affects fields that came with the template.

What if I deleted a template view I want back?

Reset will restore all template views that were removed. Your custom views remain alongside the restored ones.