Template List

Active tab
Template actions
- Changing the status
- Deleting and restoring
Deleted tab
Import and export

The template list is the starting screen for process design. From here you create new templates, open existing ones for editing, change their status, copy, export and import them. To open it, go to the Admin section of the main menu and select Templates. Only users with the $Administrator or $Poweruser role can see this menu item.

Which templates you see in the list
An administrator sees all templates. A user with the $Poweruser role sees only the templates they created themselves (they are the owner).

Active tab

No.	Element	Purpose
1	Active	Lists all templates that are not deleted, whatever their status.
2	Deleted	Lists deleted templates, see Deleted tab.
3	More	Menu with the Import and Export all items, see Import and export. Shown only on the Active tab.
4	Add template	Opens an empty template on the Template tab. When you first save it, the template gets an ID and a default header with the same name is created for it. See the article Template tab.
5	Save filter	Saves the current combination of filters under a name you choose. Shown only when a filter is set.
6	Clear filters	Removes all filters that are set.
7	Filter	Opens a window where you can build a filter from several conditions.
8	AI filter assistant	Lets you write the filter in your own words. Shown only when AI is enabled for the installation.
9	Full screen	Expands the table to fill the whole screen.
10	Template name	The template name in the logged-in user's language (if the template has a translation), otherwise the default name. By default, the list is sorted by this column. Click the heading of any column to sort the list by that column.
11	Column filter	Field below each column heading. Type the text you are looking for and press Enter. The funnel icon offers a condition (contains, equals…). For the Status column, you choose from a list. For the Changed (when) column, you choose from a calendar.
12	Description	Description of the template.
13	Status	Active, Paused, In development or Testing. For what each status means, see the article Template tab.
14	Changed by	Who last saved the template. A change is recorded when you save the Template tab, states, headers and other parts of the template.
15	Changed (when)	Date and time of the last change.
16	Row menu	Actions for the template, see Template actions.
17	Record count	How many rows are loaded and how many match the filter. Click the arrow to calculate the total count.
18	Display	Row density: Compact, Standard, Comfortable.
19	Fit columns	Resets column widths to their default values.
20	Export	Saves the template list to a CSV or Excel file. This does not export the templates themselves. To export templates, use the row menu or the More menu.

To open a template, double-click its row or select Edit in the row menu. Pressing Delete on a selected row starts deleting the template (TAS asks you to confirm first).

Template actions

The row menu (three dots) contains the following actions:

Action	Purpose
Edit	Opens the template for editing.
Status	Opens a window where you can quickly change the status, see below.
Delete	Moves the template to the deleted templates, see Deleting and restoring.
Copy	Opens the template copy wizard. For the procedure, see the article Importing, exporting and copying a template.
Export	After you confirm, downloads the template to the file `<název šablony>.tpl`.

Changing the status

The Status action opens the Change status window, which shows the template name. Select the new status and click Save status. The change takes effect immediately, and you do not need to open the template.

Status	Meaning
Active	The template is in production. You can create new cases only from an active template.
Paused	The template is no longer offered for creating cases. Cases that are already running continue.
In development	The template is being prepared. You cannot create new cases from it. Every new template gets this status.
Testing	The template is being tested. It is not offered in the new case menu.

The template does not appear in New case
You can create a case only from a template with the Active status and only through an active header that the user is allowed to use. If the template is missing from the New case menu, check both the template status and the header settings (article Template headers).

Deleting and restoring

When you select Delete, TAS asks for confirmation: “Are you sure you want to delete …?”. Click Delete to delete the template, or No to cancel.

You can undo a deletion. The template gets the Deleted status and moves to the Deleted tab. Its tasks, variables and cases are not deleted. However, you cannot create cases from a deleted template. Its name becomes available again, so you can create a new template with the same name.

Deleted tab

No.	Element	Purpose
1	Status	Deleted for all rows.
2	Restore	After you confirm “Are you sure you want to restore …?”, the template moves back to the active templates. A restored template always has the In development status, so you must put it back into production manually.

The columns, filters and list tools are the same as on the Active tab. The More menu and the copy, export and change status actions are not available here. Double-click a row to open a deleted template, for example to check what it contained.

Import and export

The More menu on the Active tab:

Item	Purpose
Import	Opens a window for uploading a `.tpl` file. Drag the file into the window, or click here and select it. After the file loads, the import wizard opens.
Export all	After you confirm “Export all templates?”, downloads the file `templates.tpl`. The export includes the templates that match the current list filter. If no filter is set, it includes all templates you can see. If nothing matches the filter, TAS shows “No templates to export.”

When you export a single template from the row menu, TAS asks “Export selected template?”:

For what the export contains, how the import wizard works and what to check when copying, see the article Importing, exporting and copying a template.

Related: Importing, exporting and copying a template; Template tab; Template headers.

Template Tab

Importing, Exporting and Copying a Template

(opens in a new tab)