Set Templates

There are a couple of ways to create a template. First, you can open an existing set that has all the characteristics of the template that you want to create and click on the create template button.  This is by far the most easy and convenient way to create a template.  The second way it to open a new set, select all the characteristics of the set and then click on the create template button.  This is a little more time consuming but still pretty easy!

Creating from an Existing Set

  1. Within the list of all the Standard Sets, find the one that matches the characteristics of the template that you want to create.
  2. Double click on the record to open the set
  3. Within the Set Template ribbon group, click on the Create Template button.
  4. A box opens allowing you to name the template, type-in the name.
  5. Once entered, click on the Ok button.
  6. Your template is now available and ready to use.

Creating a New Template

If any existing set just doesn’t have quite all the information that you want to include in your template you can create one from scratch.

  1. Click Configured Items.
  2. In the Navigation pane, click Standard Sets à Standard Set Device
  3. To start, we will deal with all the panes that have switch related information. Within the Actions pane, click on the Add New Standard Set Device
  4. The Standard Sets window opens. Complete the fields as necessary for the template.
  5. Once completed, click on the Create Template button.
  6. A box opens allowing you to name the template, type-in the name.
  7. Once entered, click on the Ok button.
  8. Your template is now available and ready to use.

Using a Template

When you are creating a new set, you will be able to use any of the templates that you have built simply by selecting the template from the Set Template field.  After you have selected the switch name, the templates associated to the switch will appear in the Set Template Field.  Set Templates are also filtered by Set Type if a Set Type is selected.  After you select the template, all associated fields will populate.  If you don’t choose a Set Type, the Set Type will be filled out based on the Set Template selected.  Complete any other required fields and Save the new set.

Updating a Template

At any time, you can make changes to the template.  After you have selected the template, make any necessary changes and click on the Update Template button in the Set Template ribbon group.  Any changes made will be saved.

Deleting a Template

You can delete a template at any time. After you have selected the template, click on the Delete Template button in the Set Template ribbon group.  You will be asked to verify that you really want to delete the template, click Ok to delete the template.  When a Set Template is deleted, it will be deleted from all other Standard Sets.