Project Templates
Project templates store the settings for your projects. When creating a new project, you can use a template to keep all your page layouts consistent.
Creating and using templates
To create a new project template based on one of your existing projects, follow these steps:
- Go to the project
- From the Project Actions menu, choose "Save as Template"
- Give the template a name and select “Create Template”
Your template will now show up in the “Templates” section of the new project form.
Duplicating a project
You can also choose to duplicate an existing project, and use that project’s settings when creating a new project. Right-click on the project and select “Duplicate Selected.”
Duplicating a Project will only duplicate the source Project's configurations and settings. It will not duplicate entities and records from the source Project.
For duplicating entities and records from a Project, you can use the importer to export data from each of the source Project's entity Pages, and then import to the duplicated Project's entity Pages. This workaround is manual, but it also possible make it more automated using the API. Caution: depending of the amount of data you are importing, this can take a long time to complete, increase the size of the database, and create event logs that can unexpectedly trigger active scripts.
Managing and editing templates
Templates can be customized and kept up-to-date by copying settings from existing projects. You can work with templates the same way you work with projects.
To search or manage templates, go to the Projects page in settings menu.
From the Projects page, you can choose to archive any template or project.
You can also edit templates by clicking the link for any template and editing it the way you would make changes to any other project. A blue banner will appear above template projects to let you know you’re making changes to a template and not a real project.
For more information on how to configure a project, see Project configuration.
Customizing Page layouts and Project templates
- Working with Project Templates
- Project configuration
- Global Default Layouts (for pages, forms, and tabs)