Saving and Inserting a Trajectory from a Template

You can save tag groups as templates within a library that you can later retrieve for use under any resource within a task.

Before you begin: You have created one or more tag groups.
See Also
Creating and Using Task Templates
Creating a Tag Group
  1. In the Behavior side tab, right-click a tag group and select Save To Library from the context menu.


    The Save Template To Library dialog box appears.

  2. Enter a Name for the new template, select the Resource Type, specify a library to save it to, and click OK.


    The template is saved in the library.

  3. In the Setup section of the action bar, click Insert Trajectory Template to retrieve a stored template.
  4. Select an organizational resource.

    The Insert Trajectory Template dialog box appears.

  5. Select the reference type (Global or User Defined), and click OK.

    The Object Selection dialog box appears.

  6. Enter a term to locate the library where the trajectory was saved, and click Search.


  7. Select the library and click OK.

    The Templates dialog box appears, and lists the templates that are stored in it.

  8. Select the template to insert and click OK.

    The selected template is inserted and appears in the Behavior side tab.