XTM Cloud v 13.1

Creating project templates from the Project list

To create a project template during project creation:
  1. Go to Projects > Project list.

  2. From the list of projects, select the project that you would like to save as a template.

  3. Select context menu bars-solid.png icon.

  4. From the dropdown list, select share-from-square-solid.svg Actions > Save as template.

    A Create template popup will appear.

    create_tmplt_window.png

    The Create Template Window

  5. In the Create template popup:

    • fill in the mandatory Name text field

    • select the value for the Type parameter:

      • Customer specific - you will only be able to use this template for the particular Customer

      • Global - you will be able to use this template for all your Customers

    • if needed, fill in the optional Description text field

    • select Save

    The project template has been successfully created. message will appear to confirm creating the project template.

  6. Click xmark-large-solid.svg or the Close button to close the Create template popup.