There are many ways to create template for entries. You can create a new template, save an entry as a template, import entries as templates, and duplicate a existing template. It is also possible to create group templates.
In this topic:
Create a new template
- Navigate to File – Templates and select Entry Templates.
File – Templates - In the Entry Templates window, click the Add template button.
Add a new template - Choose between Template or Template group.
Create a Template or Template group - Select an entry to create the template for, then click Select.
Select an entry to create the template for - Enter a name for the template, and configure the properties as necessary.
Template Properties
- Navigate to File – Templates – Templates.
Templates in the top menu - In the Entry Templates window, click the Add template icon.
Add template - Choose between Shared or Local templates.
Shared or local template - Choose between Template or Template Group.
Template or Template Group - Select an entry to create the template for, then click OK.
Template or template group - Enter a name for the template, and configure the properties as necessary.
Select the entry
Save entry as template
It is possible to save entries as templates to use their properties in other entries. Furthermore, this can be achieve on folders to include all their child items in the template.
From the Navigation pane, right-click an entry and select Add – Save as Template.
Import template
It is possible to import previously exported entries as templates.
- Navigate to File – Templates and select Templates.
- From the Templates window, click on the Import template button.
Import Template - Select the RDM file to import to create a template for each entry in the file.
It is possible to import previously exported entries as templates.
- Navigate to File – Templates and select Templates.
- From the Templates window, click on the Import template button.
Import template - Select the RDM file to import to create a template for each entry in the file.
Duplicate template
It is possible to duplicate a template to edit a copy of the properties.
- Navigate to File – Templates, and select Templates.
- From the Templates window, click on the Duplicate template button.
- Change the template name to distinguish the copy from the original, and edit the properties to meet your requirements.
It is possible to duplicate a template to edit a copy of the properties.
- Navigate to File – Templates, and select Templates. From the Templates window, click on the Duplicate template button.
Duplicate template - Change the template name to distinguish the copy from the original, and edit the properties to meet your requirements.
Template groups
It is possible to save a set of selected entries or a folder and all its child items to a unique template.
Right-click a selection of entries or a folder, select Add, then Save as Template.
Documents stored in database templates
Create templates for documents stored in database by following the steps above.
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