Create a class template
You can create a new class template manually or by copying an existing template that is the same class as the new template.
To manually create a class template
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Templates > Configurable Modules.
- On the right pane, expand Administration Mode Access and then expand General Administration.
- In the left Navigator, select the configurable manager. The templates log for the classes opens.
- Click the New button. Select the class for which you want to create the new template. The Properties window opens. Complete the window as described in the following table and then click OK.
In this field: | Do this: |
---|---|
Title | Enter the name of the sheet, which reflects the class name and is read only. |
Description | Enter an optional description. |
Display Mode | Choose one of the following:
|
Picker | Choose one of the following to include:
|
To copy an existing template
- To copy a template from the company level, select a class template from the log and click Copy > Template. The Properties window opens with the information from the original template.
- To copy a template from the project or shell level, click Copy > Project or Copy > shell name.
- Make changes as needed and click OK to save the new template.
To access configurable manager class templates
- In Admin mode, go to the Company Workspace tab and click Company > Templates > Configurable Modules.
- In the left Navigator, select the configurable manager. The templates log for the classes opens.
To search for a class template
In the class template log, click Find. You can search for the template based on the fields available on the form used for the template. These fields vary depending on the design.
Last Published Thursday, December 14, 2023