Users Guide

Related links

Managing templates

About roles

Cloning template

Deleting template

Creating template

Editing template

Building and publishing template

Importing template

Managing templates

The Templates page displays the information about the templates in Graphical and Tabular format. To switch between the

Graphical and Tabular view, click the Graph icon

or Table icon next to View As option on the top of the Templates page.

To sort and view the templates based on categories, in the Filter By drop-down list, select a category. Alternatively, in the Graphical

format click the graphic that represents a category to view the templates under a category.

NOTE: Standard users are allowed only to view the details of the template for which administrator has granted the

permissions.

The Graphical view displays the following:

• Displays the Draft and Published templates. Each graphic in this view indicates a template. A template with a label DRAFT

indicates it is a draft template.

• In a Template graphic, the component icons in blue indicate that the particular components are part of the template. The

component icons in gray indicate that the particular components are not part of the template.

The Tabular view displays the following information about the template

• State — Indicates the state of the template: Draft or Published

• Category — Indicates the template category.

• Name — Indicates the name of the template.

• Last Deployed On — Indicates the date and time when the templates is used for deployment.

You can click on a specific template to see the following details of the template in the right pane:

• Template name and description for the template.

• Category — Indicates the template category.

• Created on — Indicates the date and time of template creation.

• Created by — Indicates the name of the user who created the template.

• Updated on — Indicates the date and time when the template was last updated.

• Updated by — Indicates the name of the person who last updated the template

• Last Deployed on — Indicates date and time when the selected template was last deployed.

From this page, you can:

NOTE: Only the user with Administrator role has the permissions to create, edit, delete, publish, import, and clone

templates.

• Click Create Template on the top of the Templates page to create a template.

• Click the template and perform the following actions in the right pane:

– Click Edit to edit the template.