Editing, Copying, and Deleting Templates

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Editing templates

Should the parameters of an activity change after you’ve created a template, you may edit the template accordingly. Changes made to a template only take effect the next time you apply the template. Editing has no effect on any of the activities already created using this template.

 

To edit a template, follow the steps below:

 

1.Open the Activity Templates List from Settings > Activity Templates.
2.Select the template to be edited from the list and double click it. This opens the template details.
3.Make changes to the template, then click Save.

 

Copying a template

Copying a template can help you create new templates quickly by copying the basic activity entries and then editing the new template to your needs. Template details are copied together with all the existing activity entries.
 
To copy a template, follow the steps below:

1.Open the Activities Templates list from Settings > Activity Templates.
2.Highlight the template you want to copy.
3.Click the Copy button on the toolbar.
4.Give a name to the new template.
5.Press Save.

Note: A Contract's Linked Activity Templates can be useful for situations in which you want to copy a contract with all its data (the block terms, contract-price, etc.) along with a set of activities that are typical to this contract. You can read more about this in Copying Contracts With Linked Activity Templates.

 

Deleting templates

 

To delete a template, follow the steps below:

 

1.Open the Activity Templates List from Settings > Activity Templates.
2.Select the template you want to delete.
3.If there are entries in the template, delete each entry by right-clicking on it and selecting Delete.
4.Click Delete from the Activity Templates menu.

 

Note: If the template you wish to delete has been assigned to a contract as a Linked Activity Template, the system will not allow for the template to be deleted. For more information about Linked Activity Templates, see the Linked Activity Templates section.