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Step 3: On the appearing screen, select the required projects and click on the Add button.

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The selected Projects will be Added.

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For more details refer: Project Configuration

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Step 4: Click on the Save button.


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The Category will be created.

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Step 4: Now add the options for the field Type selected in the Add Options. ( Only Single Select and Multiple Select field types will have the Add Options )

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Step 5: Click on the Save button.

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Note: The Users added as Editors can do all the changes to the Template like the Template Owner who created the Template.Image Removed

Step 4:  Click on the Add Fields option to add the Template fields.

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Step 6: Click on the Save button. 

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The Template will be created as a draft Template.

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Select the Template and in the Template Details page, click on the Settings icon and select the Publish Version option.

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Step 8: In the appearing Publish Version screen, give a Version description and click on the Publish button. 


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Now, the created template will become Active and it will become a version of the Template, which can be viewed in the Template Version section.

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Note: Once you create the Template, you have to publish it so that it will be stored as a version in the Template Version section and also the Template will become active. 

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Step 3: On the appearing Create Template Group Screen, fill in all the details and add Project, Tags, Category, and Editors.Image Removed

Step 4: Click on the Add Templates option, to add Templates to the Template Group.

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Step 6: Click on the Save button.

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The Template Group will be created.

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