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Importing a Template

In the  Templates  section, you can import or export Templates

The Import function enables you to transfer a whole Template and all its components from one Enterprise/account to another.

To import a Template:

  1. On the main menu, go to Templates > Your Templates.

    Importing a Template_2 png

  2. In the Templates section, click the dropdown icon Importing a Template_1.png next to New to open the list of options.

    Importing_a_Template__3.png

  3. Select Import.

    SelectImport.png

    A dialog box appears.

  4. Click Browse.

    Importing a Template_5.png

  5. Select the zipped file or the Excel document that contains the Template from your device.

  6. Click Import.

    Importing a Template_6.png

    The Template is added to the list of Templates in the Recents section.

    Importing a Template_7.png

Warning

The blue dot indicates that it is a Private Template. You need to publish this Template.

PrivateTemplate.png

Note

If the imported Template includes a Component, then the Component Template is also imported.

The Component Template must be published independently.

Importing a Template from JSON file

You can also import a Template using a JSON file.

To import a Template from a JSON file:

  1. On the main menu, go to Templates > Your Templates.

    Importing a Template_2 png

  2. In the Templates section, expand the dropdown icon Importing a Template_1.png next to New to open the list of options.

    Importing_a_Template__3.png

  3. Select Import from Json file.

    SelectImportJSON.png

    A dialog box appears.

    DialoBoxJSON.png

  4. Click Browse.

    ImportJSON.png

  5. Select the .zip file or the JSON file that contains the Template.

  6. Click Import.

    ClickImport.png

    The Template is added to the list of the Templates in the Recents section.

    ImportedTemplateJSON.png

    The blue dot indicates that it is a Private Template.

    PrivateTemplate.png

    This Template can then be published to the Enterprise.

    PublishedTemplate.png

    Note

    If the imported Template includes a Component, then the Component Template is also imported.

    The Component Template must be published independently.

Importing and Publishing a Template from a JSON file

A Template can be imported and published using a JSON file.

To import and publish a Template from JSON:

  1. On the main menu, go to Templates > Your Templates.

    Importing a Template_2 png

  2. In the Templates section, expand the dropdown icon Importing a Template_1.png next to New to open the list of options.

    Importing_a_Template__3.png

  3. Select Import and Publish from Json file.

    Import_Publish.png

    A dialog box appears.

    Import_PublishDialog.png

  4. Click Browse.

    Imp_PubBrowse.png

  5. Select the .zip file or the JSON file that contains the Template.

  6. Select the required Lifecycle.

    SelectLifecycle.png

  7. Click Import.

    Imp_PubImport.png

    The Template is published and added to the list of Templates in the Current search section.

    PublishedTemplateAdded.png

    The TickIcon.png tick icon indicates that it is a Published Template.

    PublishedTickIcon.png
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