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

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

Update Log

Updated By	Date	Notes
Michael Anthony Waara	22 Jan 2020	Approved by Preston Orwig. Available for OIT use.
Michael Anthony Waara	21 Jan 2020	Added multiple sections, broke down steps into smaller pieces, and updated screenshots for clarity.
Michael Anthony Waara	19 Dec 2019	Updated page name.
Alexander Braxton Awest	20 Nov 2019	In review
Alexander Braxton Awest	15 Nov 2019	Initial Creation and first draft complete.

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