Understanding the Template Actions Toolbar

The template actions toolbar is made up of buttons that you use to create and modify a template, as well as create a data input sheet. Each button on the toolbar has help text that describes the purpose and use of each of the buttons when you place the cursor over the button. You can access the toolbar from Add-Ins tab on the Excel standard menu bar in Template, Data Input, and Stage and Submission tabs.

Field or Control	Description
New Template	Builds a new template based upon a component interface. The New Template macro builds the parent-child relationship within Microsoft Excel based upon the component interface structure. When you build a new template, the system prompts you for your sign in information.
New Data Input	Builds a new data input sheet based upon the selected input cells. When you build a new data input sheet, the system prompts you as to whether you want to overwrite the existing sheet. If you select Yes, a new data input sheet is created, overwriting the former one.
Select Input Cell	Selects an individual cell to be included in the data input sheet. Cells that have been selected as input cells are highlighted in pink.
Select All Input Cells	Selects all properties to be included in the data input as input cells. When a cell is selected as an input cell, it is highlighted in pink.
Restore Input Cells	Restores the template to its original state and clears default values. The fields in the template will be highlighted in gray, indicating that nothing is included for submission.
Insert New Child	Copies the selected row to be inserted as a new child. This creates multiple occurrences of the same record type. For example, if the selected row has a template identifier of 100, a new row is inserted that also has an identifier of 100 and is an exact duplicate of the selected row. Note: Use Insert New Child when multiple children must be submitted under the same parent record. Multiple children should not be created at identifier 000.
Include All for Submission	Includes all properties on the spreadsheet to be included for submission to the database. Cells that are included for submission appear only on the Staging and Submission sheet and do not appear on the data input sheet. Properties that are included for submission are highlighted in blue.
Include for Submission	Includes a single property to be included on the Staging and Submission sheet. Properties that use default values from the template must be included for submission. Cells that are included for submission generally are properties that contain default values or properties that you would like to see in the structure of the Staging and Submission sheet. Properties that are included for submission are highlighted in blue.
Deselect Input Cell	Changes a cell that was previously selected as an input cell to a cell that is included for submission. The cell is no longer included on the data input sheet but appears as part of the structure on the Staging and Submission sheet.
Clear Template	Clears all the data and structures on this sheet.
Do Not Include for Submission	Does not include the selected property for submission to the database. If a property is not included for submission, it will not appear in the structure that is submitted to the database on the Staging and Submission sheet. Properties that are not included for submission will appear only on the template worksheet and are not submitted to the database. Properties that are not included for submission are highlighted in gray.

Note:

When you create a new template or a new data input sheet, the system clears the existing worksheet of all existing information. If you have a template or data input sheet that you need to save from previous uploads, save a copy of the worksheet before you create a new template or data input sheet.