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

When conducting and managing studies, it is common to encounter similarities in how study and import details are defined. To streamline the setup process, elluminate supports the creation of templates that provide a common set of pre-defined details for studies and imports. While the specifics may vary between templates, the process of creating and using them remains consistent.

Typically, a new study or import definition is created and saved as a template, which can then be reused for future configurations. It is not necessary to include all object details when creating a template. The main purpose is to establish a standard framework for the object definition, which can be customized or adjusted as needed when applied to new studies or import definitions.

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

Create a New Import Definition Template

When creating a template for an Import Definition, the process occurs at the study level, and a study must be selected first.

1. From the Platform Menu, select Importer under Study or Global Data Stores Management.
2. Select a study / global data store from the right side of the Platform Menu.
   OR
3. Access a study from the Studies home page or a global data store from the Global Data Stores home page.
4. Select Importer from the Module drop-down. The Importer window opens with Imports listed at the top half of the window and Domains at the bottom half of the window.
   
5. Click the New button in the master header. The Import Definition Details window opens.
6. Import Definition tab: Selected by default. Enter a unique Name (required), optionally select a Data Source from the drop-down, and select the data store from the Import To drop-down.  

7. Click the Data Source tab: Select an existing data source from the Use System Data Source drop-down, or select a data source from the Data Source Type drop-down and complete all required fields.

   Note: For details on each data source type, see the article Configure and Manage Data Sources in the Data Sources section.

8. Click Save as Template.
9. Enter the Template Name.
   
    
10. Click Save. The newly saved template does not appear in the list of imports. It is available in the Select Template list when the New From Template button is used.

Create an Import Definition from a Template

1. From the Platform Menu, select Importer under Study / Global Data Stores Management.
2. Select a study / global data store from the right side of the Platform Menu.
   OR
3. Access a study from the Studies home page / global data store from the Global Data Stores home page.
4. Select Importer from the Module drop-down. The Importer window opens with Imports displayed in the top half of the window and Domains in the bottom half.
5. Click the New From Template button.
6. Select New From Template from the drop-down. The Select Template window opens.
7. Click the row of the template to use.
8. Click Select. The Import Definition Details window opens with template details populated.
9. Enter required fields and update other fields in the Import Definition and Data Source tabs as needed. 
10. Click Save.

Edit an Import Definition Template

1. From the Platform Menu, select Importer under Study / Global Data Stores Management.
2. Select a study / global data store from the right side of the Platform Menu.
   OR
3. Access a study from the Studies home page / global data store from the Global Data Stores home page.
4. Select Importer from the Module drop-down. The Importer window opens with Imports displayed in the top half of the window and Domains in the bottom half.
5. Click the New From Template button.
6. Select Templates from the drop-down. The Templates window opens.
7. Click the row of the template to edit.
8. Click the Edit icon.
9. Make changes in the window.
10. Click Save Template.
11. To apply changes to items created from a template after editing the template, click the Apply to config(s) (checkmark) icon. A message displays indicating whether any configurations are affected by the change.
12. Click Close to close the Templates window.

Delete an Import Definition Template

1. From the Platform Menu, select Importer under Study / Global Data Stores Management.
2. Select a study / global data store from the right side of the Platform Menu.
   OR
3. Access a study from the Studies home page / global data store from the Global Data Stores home page.
4. Select Importer from the Module drop-down. The Importer window opens with Imports displayed in the top half of the window and Domains in the bottom half.
5. Click the New From Template button.
6. Select Templates. The Templates window opens.
7. Click the row of the template to delete.
8. Click the Delete icon. A confirmation window opens.
9. Click OK to delete the template, or Cancel to cancel the action. A confirmation message displays.
10. Click Close to close the Templates window.