Creating Templates

To create a template, navigate to Templates in the sidebar and click Create Template.

Template form fields

The alias is generated automatically as you type the name. A green checkmark confirms the alias is available; a red indicator means it is already in use. You can manually edit the alias if needed.

After creation

After creating the template, you are taken to the template detail page. From here you can:

1. Add variable definitions — go to the Variables tab and click Add from Library to clone variables from a variable library, or add them manually
2. Build a hierarchy — go to the Hierarchy tab to add child templates
3. Create a version — go to the Versions tab to snapshot the current state. Versions are also created automatically when you add or remove variables.

Template validation

The template detail page shows a validation status badge in the header — green if valid, red if there are issues. The Validation section shows:

Errors (must be fixed before instantiation):

• Template has no versions
• Duplicate variable keys
• Empty template category

Warnings (recommended to address):

• Latest version has no variable definitions
• Variables with empty unit codes
• Derived variables without sampling hints
• Template name is shorter than 3 characters

You cannot instantiate a template until all errors are resolved.

Templates list

The templates list page provides two view modes:

• List view — a table showing name, alias, category, description, and creation date
• Tree view — a hierarchical view showing parent-child relationships between templates

Both views support searching by name, alias, or category, and filtering by asset category.

Actions available from the list:

• View Details — open the template detail page
• Edit — modify template properties
• Copy ID — copy the template UUID to your clipboard
• Delete — soft delete the template (with confirmation)