Edit a Template

GUIDE STATUS: PUBLISHED 

Overview

Sometimes, it would be beneficial to edit a template that has already been created. This could be caused by a convention change, OIT standard implementation, etc. Follow along with the below instructions to edit an existing template. If you wish to create a new template, take a look at the guide Create a Template.

Edit a Template

1. Navigate to a page of the same type as the template. In this example, a project template is edited, so the record opened is a project record.
2. Make sure to have your template bar toggled. If you haven't done this yet, follow the Toggle the Template Bar guide.
3. Select the All templates button on your template bar (button with three dots).
   
   
   
   
4. A menu will appear listing all existing templates. Do not click on the template name. This would apply the template to your existing record.
5. Instead, click the Edit link on the right hand side of the template you would like to edit.
   
   
   
   
6. A window will appear titled Edit Template. All existing template information will be displayed.
   
   
   
   
7. Add, delete, or edit fields as desired. Once finished, scroll down and click the Update button to save your changes.