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Managing templates

Last updated 11/06/2026

Day-2 operations: the list, lifecycle controls, organisation and bulk actions.

  • The templates listName (with a green Default marker), where it applies, prefilled fields, child count, category, owner, the enable toggle, and actions (edit / duplicate…
  • Enabling and disablingThe toggle in the list switches a template on or off instantly. A disabled template: disappears from every Create screen picker and live-apply field,
  • Duplicating, owners and categoriesThe copy action clones everything — targeting, fields, children, smart values — into a new template named “… (copy)”. The copy starts disabled and is…
  • Bulk actionsSelect one or more templates to reveal the bulk bar: Enable / Disable — flips all selected templates (instant, reconciles in the background).