Creating templates

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

  1. Navigate to FileTemplatesTemplates.
    Templates in the top menu
    Templates in the top menu
  2. In the Entry Templates window, click the Add template icon.
    Add template
    Add template
  3. Choose between Shared or Local templates.
    Shared or local template
    Shared or local template
  4. Choose between Template or Template Group.
    Template or Template Group
    Template or Template Group
  5. Select an entry to create the template for, then click OK.
    Template or template group
    Template or template group
  6. Enter a name for the template, and configure the properties as necessary.
    Select the entry
    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.

Name the template
Name the template

Import template

It is possible to import previously exported entries as templates.

  1. Navigate to FileTemplates and select Templates.
  2. From the Templates window, click on the Import template button.
    Import template
    Import template
  3. 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.

  1. Navigate to FileTemplates, and select Templates. From the Templates window, click on the Duplicate template button.
    Duplicate template
    Duplicate template
  2. Change the template name to distinguish the copy from the original, and edit the properties to meet your requirements.