Editing a Template

You can edit the properties of a template to change the values of its attributes. The template must be in preliminary state.

Before you begin: Required access roles:
  • Baseline: Owner
  • App-Specific: Template Administrator
See Also
Template Properties
Editing a Section
Configurable Reports
  1. Open a template you want to edit.
  2. Click the Properties tab, and click Edit .
  3. Update the below fields:

    PropertyDescription
    TypeThe type of the template.
    NameThe name of the template.
    TitleYou can change the title to something that is more descriptive than the default title. This is a mandatory field.
    RevisionThis is a read-only value that increments by 1 each time the template is revised.
    CurrentThe current state of the template.
    OwnerThe assigned owners. You can use the list to change the owner.
    DescriptionThe description of the template.
    OriginatedThe template origination date.
    Release DateThe release date of the template.
    Type The type of object for which template is created. This field is read-only.
    Policies The list of policies for template. This field is read-only.
    Design ResponsibilityThe organization that has design responsibility for the template.
    Change OrderThe changed order that the template is connected to. This field is read-only.
    Change ActionThe change action for the template. This field is read-only.
    Claimed InformationThe claimed attributes selected in the template. This section of the page displays all fields dynamically. You can edit the claimed attributes.

  4. Click Done.
    The properties are updated.