You may want to customize the content of a system template. Although you cannot edit system templates, you can use Save As to save a system template with a new name. When you save it with a new name, it becomes a custom defined template that you can customize. The original system template is unchanged.
Note: | When you perform a Save As on an Essbase system template to save it as a custom defined template, you see a design time prompt called Application in the new custom defined template. However, if you create a new custom defined template for Essbase, you do not see an Application design time prompt in the template. Please ignore the Application design time prompt in the system template you save as a custom defined template. |
To save a system template as a custom defined template:
In the System View, expand the Planning or Essbase application type, the application, the plan type (for Planning), or the database (for Essbase), and Rules.
Right-click the business rule that contains the system template you want to save as a custom defined template, and select Open.
In the Rule Designer flow chart, right-click the system template, and select Open.
In Save As, the template's information (the template name and the application name) is displayed by default. Enter a new name for the template. Then enter an application and a plan type or database.
The new custom defined template is displayed in the Templates node of the application and plan type or database that you select during save as. You can open it and customize it.
Note:
You may need to refresh the application list in the System View to see the new template. Right-click the Templates node (or the calculation or plan type, the application, or application type), and select Refresh.