Application Templates
An application template is a complete application configuration that simplifies an application creation. You want to use application templates to create applications faster for new customers automating the configuration and minimizing manual tasks.
What is saved in an application template?
A template stores Workspaces, Reports, user Roles and Tags, Views, Event Rules, Geo-fences, POIs, and many more.
Application users are not saved into a template.
Save an existent application into a template
Use this feature if you want to save a current application state into a template that you can later use to create new applications.
To save an application into a template follow these steps:
1. Click on an application name to access its properties.
2. Go to the bottom of the properties and select Template
3. Select Save as a Template
4. Wait until the template is created
Now your new template is ready to use when creating a new application!
Convert an application into a template
Warning: use this option carefully. It converts an existent application into a template. It doesn't remove the application and it's data, but keep in mind that you won't see the application listed as such in the applications list, but rather under the Templates option check box.
To convert an application into a template follow these steps:
1. Click on an application name to access its properties.
2. Go to the bottom of the properties and select Template
3. Select Convert to Template option
Now your application is converted into a template!
If you want to revert this situation read how to convert a template back into an application.
Accessing all your templates
If you want to configure your templates, you can do it by selecting the Templates option under Applications > Search and Manage > Templates
How to edit the template properties
If you want to edit the template properties, follow these steps:
1. Select the template name you want to edit/remove
2. After modifying any of its properties, select the option Save at the top-bottom.
How to edit a template (application mode)
You can also edit a template from "inside" by logging into this template and modify anything on it (e.g.. Reports, Tags, Roles, etc).
To do it follow these steps:
1. Select the template name you want to edit/remove
2. On the Information property, click on the login button
If you don't have any user for your template to login with, select one under the Administrator property:
3. Once inside the application, you can change any property as if you were working with a regular application.
Any change you make to the template as logged into an "application mode" is permanently and automatically saved to the template.
There is no need to save the template afterwards.