Online Help > Commands > File > Templates

Creating Templates

Description

 

There are many ways to create template for entries. You can create a new template, save an entry as a template, import entries as templates, and duplicate a existing template. It is also possible to create group templates.

 

In this topic:

 

New Template

Save as Template

Import Template

Duplicate Template

Template Groups

 

Create a new template

 

1.Navigate to File – Templates and select Templates.
 

File – Templates

File – Templates

 

2.In the Templates window, click the Add template button.
 

Add a new template

Add a new template

 

3.Select an entry to create the template for.
 

Select an entry to create the template for

Select an entry to create the template for

 

4.Enter a name for the template, and configure the properties as necessary.
 

Template Properties

Template Properties

 

Save entry as template

 

It is possible to save entries as templates to use their properties in other entries. Furthermore, this can be achieve on folders to include all their child items in the template.

From the navigation pane, right-click an entry and select Add – Save as Template...

 

Save as Template...

Save as Template...

 

Import template

 

It is possible to import previously exported entries as templates.

 

1.Navigate to File – Templates, and select Templates.
 

1.1. From the Templates window, click on the Import template button.
 

Import Template

Import Template

 

2.Select the *.rdm file to import to create a template for each entry in the file.

 

Duplicate template

 

It is possible to duplicate a template to edit a copy of the properties.

 

Navigate to File – Templates, and select Templates. From the Templates window, click on the Duplicate template button.

 

Change the template name to distinguish the copy from the original, and edit the properties to meet your requirements.

 

Template groups

 

It is possible to save a set of selected entries or a folder and all its child items to a unique template.

 

Right-click a selection of entries or a folder, select Add, then Save as Template Group...

 

Save as Template Group...

Save as Template Group...