Viewing and Updating a Template

Prerequisites

To update a template, your user ID has the roles TEMPLATE_DELETE or TEMPLATE_EDIT assigned.
To view a template, your user ID has the role TEMPLATE_READ assigned.
You have identified the template that you want to update.

Procedure

Open the Templates app.
Search for a template that already exists using the search filter.
Select the template from the search results.

Note

The search result displays the number of templates by the template types.
Choose a template type to view more details of the templates displayed in the search results.
Choose a template.

The template details are displayed in a flexible column layout and as a side-by-side view of the selected template in the list view or card view, and the template details in the template object page.

Note

The quick view (small and medium detailed view) only provides limited editing options. In the full screen view you have the full editing functionalities.

System displays the attribute groups, and attributes of the template.
Choose Edit Description to update the short and long description of the template.
To update the description of the attribute group, choose Edit in the <Name of the Attribute Group> section and perform the following tasks:
1. Under the <Name of the attribute group> section, in the Short Description and Long Descriptionfield, update the descriptions of the attribute group.
2. Choose Save.
To update the attributes of the attribute group, in the <Name of the attribute group> section, choose Edit Attribute and perform the following tasks:
1. In the <Name of the attribute> pop up, update the fields of Attribute Details section.
  For more information, see Adding Attribute Groups and Attributes
  Note
  - You cannot update the attributes that have been inherited from a class, subclass, or another model template.
  - You cannot update the attributes that have been used in creating any child objects such as models, items of equipment or locations.
2. Choose OK.
To remove the attributes of the attribute group, in the <Name of the attribute group> section, choose Remove Attribute and perform the following tasks:
1. In the Warning pop-up, choose OK if you are sure that you want to remove the attribute to the attribute group.
2. Choose Save.
  Note
  
  You cannot remove attribute groups and attribute that have been inherited either from a class template, subclass, template, or a model template.
To add new attribute groups and attributes to the template, choose Add Attribute Group from the template header.

More information, see Adding Attribute Groups and Attributes.

Note

Each time you save the attribute group of a template, system updates the template automatically.

Results

You have created a template that you can update with additional attribute groups or attributes.