Importing Templates

You can import templates from previously exported .json files. This enables you to share templates with others or to update modified templates.

  1. From the Templates page, click Actions > Import .
  2. In the Template Import form, drag a .json file into the drop area.
    Depending on the format of the .json file:
    • Compatible: The On Conflict and Keep boxes appear in the form. The number of detected templates in the file is displayed.
    • Not compatible: An error message is displayed. You can drag another file into the drop area.
  3. To define the options for the import:
    1. In the On Conflict box, select the action to realize for templates you want to import but, which are already existing in the database:

      • Notify: A description of the conflicts is displayed and templates in conflict are not created. By default, this option is selected.
      • Create with new autoname: The templates are created with an autoname.
      • Revise: The templates are created with a new revision.
        Note: The templates need to have the right maturity to be revised.

    2. Optional: To import with some additional attributes, select these attributes in the Keep box. By default, no attribute is selected. Only name, revision, title, description, and specific attributes of report templates are systematically imported.

      Warning: The import may fail and a notification appears, if the attribute does not exist on the target server or in case of insufficient rights.
      Note: To remove a selected attribute, click the cross close to the attribute name.

  4. Click Import.
    If no conflict is detected, the templates contained in the .json file are created and appear in the Templates page. If conflicts are detected, see next step.
  5. Optional: To solve the conflicts:
    1. For each conflicted template, select one of the following options:

      • Do not import
      • Create with new autoname
      • Create new revision
      • Overwrite attributes
      Note: You can hover over , to have details of an import error.

    2. Click Import.

The imported templates are added to the template list.