Managing Shell Templates

From the Shells node under Templates, you can create and access shell templates, open a template, and edit template properties. You can also designate a specific shell as the default shell to use when projects and shells are created.

One node is created under Shells for each imported shell type with an active configuration status.

Note:

• Shell template names do not need to be unique. If multiple shell templates have the same name, synchronization or integration processes can fail because the application cannot identify the correct template. If a gateway synchronization error such as Query returns multiple results: null occurs, change the shell template name to a unique value, and then retry synchronization.
• You can create a shell template with a name that matches an existing Company Sponsored Shell name.
• Single-instance shells do not appear under Shells because only one instance can exist for those shell types, so no template is needed.

Access Shell Templates

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Templates, and then select Shells.
3. Expand the Shells node.

   Shell templates are grouped by shell type. One node is created for each imported shell type such as, Buildings, Linear Assets, and Projects.

4. Select a shell type node, such as Projects.

   The shell-type log opens and lists the templates created for that shell type

Set a Default Shell Template

1. In the shell-type log, select a shell template.
2. Select the gear menu (), and select Mark as Default.

   The Default column displays Yes for the selected template. To clear the default setting, select Reset Default from the gear menu.

Open a Shell Template

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Templates, and then select Shells.
3. Select a shell type.

   The shell templates log opens.

4. In the shell templates log, select a shell template.
5. Select the gear menu (), and select Open.

Edit Shell Template Properties

1. 1. From the Home page of the applicable shell, select the three dots in the upper-right corner, and select Details.

   The Details window opens.

2. Select the tabs to view or edit shell template properties.