Template Designer

Nick Adams
10 Jan 2024  • 3 mins read

Permissions: Lifecycle Admins, Project Managers, and Project Members can create and manage templates.

Templates are a fundamental aspect of ProjectDeck. As project users engage in their tasks within ProjectDeck, they will frequently create, edit, and utilise forms, and every form is established from a template.

The image below shows the Template Designer, accessible when you create a new template from either the Template Library or the Projects Page.


Let’s review each component of the Template Designer.

Exit Button (1)

You can exit the Template Designer to return to the page from which you entered, be it the Template Library or the Projects Page. If you haven’t saved your work, a warning control will prompt you to confirm your exit action. You can Continue with the exit, losing any unsaved work, or Cancel to continue editing. You will not receive this message if your template is fully saved.

Preview Mode (2)

Preview mode enables you to test your template as you design it. You can enter sample text into your template to thoroughly assess the user experience. It’s important to note that any text entered in this mode is not saved and will be deleted if you leave preview mode or the Template Designer.

Template Components (3)

The Components tab is the default view when you first enter the Template Designer. Components represent the main fields and elements with which you anticipate your project users will interact when creating a new form from your template. For detailed information on components, refer to the Template Components help page.

Template Properties (4)

Properties encompass the fields where your project users will input categorical or “meta-data” when generating a new form from your template. These properties typically contain information about the form, rather than the core form data itself. For instance, “Manager’s name,” “Project Stage,” and “Form Status” are typical properties. More information on properties is available in the Template Properties help page.

Template Workflow (5)

Workflows are process elements that you can design within your template. Project users creating forms from your templates can access these workflows. ProjectDeck offers various workflows, including Sign, Review, Approve, Notify, and Link workflows. Detailed guidance on workflows can be found in the Template Workflows help page.

Design Canvas (6)

Permissions: Lifecycle Admins can edit Lifecycle Templates. Project Managers and Project Members can edit their own Project Templates.

The design canvas serves as the creative space where you breathe life into your templates. Here, you can add Template Components, Template Properties, and Template Workflows, visually crafting your business processes.

Save Changes (7)

You can preserve your template using the Save button. This action adds your template to the Template Library, where you can continue editing it in the future. The Template Library provides additional features such as deployment, recall, duplication, and deletion of templates directly from the template grid.

Delete Template (8)

Permissions: A Lifecycle Admin can delete any template. A Project Manager or Project Member can delete their own Project Templates.

To delete a template, click the Delete button, which will prompt a confirmation control to appear. Confirming Delete will proceed with the deletion, while clicking Close or Cancel will abort the process without any impact.

Note: Deleting a template does not delete the forms that have been previously created from that template.

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