RESPONSUM allows you to from any overview page define an item to be set as a “User template”. This will make that the item selected will be transformed into a user template that can be used to create new items from by any user within your environment in the future.

See it in action

Pre-requisites to Get Started

Before creating user templates from items, make sure you have the following in place:

1. Access as power or promoted user with editor rights to the sub-modules for which you want to define user templates.

Fast-track to Brilliance

• Navigate to the sub-module for which you want to define a user template
• From the overview page, either create a new item which you later want to transform to a template OR pick an existing one.
  • NOTE: An item that is transformed into a template will be removed as an actual item within that sub-module. So if you want to retain the original, be sure to first duplicate the item OR from the created template create a new item to Re-add the original item again.
• On the item you want to make a template, select the three dots (“More actions”) followed by “Store as a template”
• You will now notice when creating a new item that you get a pop-up to either “Start from scratch” OR select the item you templated above.

Step-by-Step Guidance

Marking an item as a template

• Navigate to any sub-module for which you want to define a user template
• From the overview page, either create a new item which you later want to transform to a template OR pick an existing one.
  • New item can be created with the “Create” button on the overview page followed by filling out the fields that need to be included in the template
  • If the item already exists that you want to template, you can go to the next step
    • NOTE: An item that is transformed into a template will be removed as an actual item within that sub-module. So if you want to retain the original, be sure to first duplicate the item OR from the created template create a new item to Re-add the original item again.
• From the overview page, on the item you want to make a template, select the three dots (“More actions”) followed by “Store as a template”

• Now your user template has been created and is ready for use

Using a user template

• From the overview page where you added a user template, use the “Create” button on the top right to create a new item
• A pop-up will open allowing you to choose either to “Start from Scratch” (Creates an empty item) OR scroll through your set user templates followed by pressing “Use template” to start a new item from that pre-defined user template.

If you have any questions related this guide or way of working, please reach out to support@responsum.eu for assistance.