Template Administration

What is a template?

Read about the template workspace here.

How to create a new template

You cannot create a template by itself. You can only create a new template when creating a new product.

  1. Log in as a system administrator
  2. Go to Administration > System > Workspace > View/Edit Products
  3. Click Add to add a new product
  4. On the add product page you will see a Template field. From here you can select an existing template or Create New Template.
  5. To create a brand new template select this Create New Template option
  6. Click Insert

How to clone a template

To clone a template, you need to clone a product that uses the template you wish to clone

  1. Log in as a system administrator
  2. Go to Administration > System > Workspace > View/Edit Products
  3. Find a product that is using the template you wish to clone
  4. Click the Clone button on that product's row
  5. In the popup that appears, make sure to select the option Clone product and its template
  6. Click Clone
  7. This will create a create a copy of the product and a full clone of the template

How to move a product to a new template

For more information about changing a product's template see here.

  1. Log in as a system administrator
  2. Go to Administration > System > Workspace > View/Edit Products
  3. Find a product that is using the template you wish to move from one template to another
  4. Click Edit
  5. Click Change Template
  6. Read the information in the dialog that pops up, then choose the template you wish to move to
  7. Click Next
  8. Read carefully the warnings shown on the next screen
  9. If you are sure you want to change template follow the instructions

How to move a product to a new version of its original template

If you have 2+ products using the same template, but decide 1 products needs slightly different template settings, you need to branch its template off into a brand new template. This is possible, but requires a few different steps to make it work smoothly.

  1. Clone the existing template - following the steps above
  2. Remember what product you cloned in this step (you will be deleting it later)
  3. Move the product you wish to have different template settings to this new template - following the steps here
  4. Go back and delete the product from step 2 above (you don't need it anymore and it will just create clutter)
  5. You now have your product using a new template that is exactly the same as its original template
  6. Start making the changes to this new template as needed