Template Settings

Access the Template Settings by clicking the action menu icon (3 dots) in the upper right hand corner of the page, and then clicking the Settings option.

  • App: the name of the app. Shown in the settings of all instances of the template.
  • App API Name: the API name of the app. Shown in the settings of all instances of the template.
  • Type: the name of the template. Shown in the settings of all instances of the template.
  • API Name: The API name of the template, generated upon creation. Can be edited if required.
  • Deletable Only By: defines who has permission to delete an instance of that template.
  • Admin Only: determines whether users can see instances of this template type from the Add Section dialog and Form Fields on Templates, Dashboards, or Presentations.
  • Track Target Dates: enables you to lock the target dates for the instances of the template. The Target dates will be set upon initiation of the instance. Once set, only a user with admin rights can modify them. End users will be able to edit the Actual dates.
Updated on November 17, 2024

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