Downloading the Template in Smart View

When you're logged into Smart View as a Service Administrator, the Download Template command is available in the Smart View Panel on Windows and in the Smart View Home panel on the Mac and in the browser.

The default template that you download can be used immediately to begin creating a Planning application. Or, you can modify the template to create your own custom application.

To download the default application template from Smart View:

1. Log in to the applicable data source in Smart View.
2. Perform an action:

   • In the Smart View Panel (Windows), at the bottom of the panel, click the Download Template command.

   • In the Smart View Home panel (Mac and Browser), click , and select Download Template from the drop-down menu.

     If prompted, allow the file to be created in your cloud repository.

   The default application template, PlanningApplicationTemplate.xlsx, is opened. The default template contains the basic elements required to begin creating a standard Planning application.

   You can edit the default template to create a custom application, as described in Working with Artifacts in the Application Template.

   To download the Planning Modules, FreeForm, or sample Planning templates, download the application template zip file from the web, described in Downloading the Application Template Zip File from the Web Interface.