Permissions: Users must have the Template Configure privilege to create and manage templates.

When conducting and overseeing studies, you will often come across similarities in defining their aspects. To streamline the setup process, elluminate allows the creation of templates that establish a common set of details for studies and imports. Although the details may differ for each template, the process of creating and using templates remains similar.

The typical process involves creating a new study or import definition and saving it as a template. This template can then be reused for future purposes. When crafting a template, it is not mandatory to input all the object details. The primary aim of the template is to furnish the standard information for the object definition, allowing you to customize or adjust the remaining aspects each time you create a new study or import definition using the template.

Templates do not appear in the list of studies or imports. 

Create a New Study Template

When creating a template for a study, you are working from the Create New Study window.

1. Click the 9-dot icon to open the Platform Menu.
2. Click on the Studies tab to open the Studies Home Page.
3. Click the New icon (the plus sign) in the Master Header. The Add New Study window opens.
4. Enter all required and any of the optional details in the Configuration, Standards, Dictionaries, Settings, and ETL tabs you wish to include in the template.
5. Click Save as Template. The Save Template window opens.
6. Enter the Template Name.
   
7. Click Save.

Create a Study from a Template

1. Click the 9-dot icon to open the Platform Menu.
2. Click on the Studies tab to open the Studies Home Page.
3. Click the drop-down next to the New (plus sign) icon in the Master Header. 
4. Select New From Template. The Select Template window opens.
5. Click in the row of the template you wish to use.
6. Click Select. The Add New Study window opens with details from the template.
7. Enter required fields and update other fields within the Configuration, Standards, Dictionaries, Settings, and ETL tabs. 
8. Click Save.

Edit a Study Template and Apply Updates to Configured Studies

Once a template is created, you can edit it and apply those updates to any study configurations that use the template. 

1. Click the 9-dot icon to open the Platform Menu.
2. Click on the Studies tab to open the Studies Home Page.
3. Click the drop-down next to the New (plus sign) icon in the Master Header. 
4. Select Templates. The Templates window opens.
5. Click the hamburger icon to the right of the template you wish to edit.
   
6. Select Edit. 
7. Make changes in the study template window.
8. Click Save Template. A Dependencies window will display if there are studies using the edited template.
   1. To save the template changes without updating existing studies, click Apply (do not select the checkbox next to any study).
   2. To apply the template changes to existing studies, select the checkbox next to each study, then click Apply. This will update the selected studies. This is optional; updates can be applied later (see Step 9).
9. To later apply changes to studies using this template, click the hamburger icon, select Apply to config(s), select the desired studies, and click Apply.
10. Click Close to close the Templates window.

Delete a Study Template

Deleting a template will not affect any study objects that are based on the template.

1. Click the 9-dot icon to open the Platform Menu.
2. Click on the Studies tab to open the Studies Home Page.
3. Click the drop-down next to the New (plus sign) icon in the Master Header. 
4. Select Templates. The Templates window opens.
5. Click the hamburger icon to the right of the template you wish to delete.
   
6. Select Delete. A confirmation window will appear.
7. Click Yes to confirm deletion, or No to cancel.
8. Click OK in the Template Deleted confirmation window.
9. Click Close to close the Templates window.