Templates is the area of Claravine where the Administrator or Manager combines any patterns and field sets to configure the Submission Table. Administrators will configure templates with the appropriate URL output, link validation, and input and output configurations.
Administrators and Managers with template-management permissions have the ability to view and manage Templates.
Viewing a Template
To view Template:
- Click Settings on the Navigation menu.
- Click Templates in the Sub-Navigation menu.
The Templates page displays.
You can view the following information about Templates:
- Name
- Updated Date
- Patterns
- Field Sets
- Description
The sort feature is available for all columns. You can sort all columns in ascending or descending order.
Creating a Template
Define and govern Patterns, Field Sets, URL output, link validation, and input and/or output configurations to design the user’s Submission Table and processing. For detailed instructions on creating a new template go to our Creating a Template for Adobe Analytics Knowledge Base article.
Duplicating a Template
To save time in creating a Template, you can duplicate an existing Template. This allows you to copy most of the parameters from the original Template then modify as needed.
To duplicate a template:
- On the Templates page, check the box to the left of the name of the Template you want to duplicate.
- Click
to duplicate the Template.
- The Template name defaults to “Duplicate of {Template Name}”. Edit the Template details to your preference: template name, description, folder, fields, patterns, link validations and URL parameters, inbound and outbound integrations to accommodate this Template. For detailed instructions on creating a new template go to our Creating a Template for Adobe Analytics Knowledge Base article.
- Click Save.
A confirmation message displays.
Editing a Template
To edit a Template:
- On the Templates page, check the box to the left of the name of the Template you want to edit.
- Click
to edit the Template.
- Edit the Template details to your preference: template name, description, folder, and add or remove any parameter on the Setup, Define Schema, Validate, Construct URL, or Integrate steps to accommodate this Template.
- Click Save Template.
A confirmation message displays.
Deleting a Template
To delete a Template:
- On the Templates page, check the box to the left of the name of the Template you want to remove.
- Click Delete
.
If you delete a Template, the existing submissions will be deleted.
- A confirmation message displays.
- Click Confirm.
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