Create and manage scenario templates

in {{product name}} , you can create {{scenario singular lowercase}} templates and share them with your teammates or general {{product name}} users there are two types of make templates team templates include private and published templates by default, all team templates created by you or your team are private and only accessible within your team once they are published, you can share them with any user via a link public templates are available in the public templates library and accessible to all make users any team template can be submitted for review to {{product name}} to become a public template once approved, it will be included in the public templates library for general use note templates are available on all make plans anyone can create and share scenario templates create scenario templates you can create a new {{scenario singular lowercase}} template using the {{scenario singular}} builder click templates in the left sidebar click + new template in the upper right corner the {{scenario singular}} builder opens by default, {{product name}} names the template as “new template” to rename it, click the title at the top of the canvas and enter a new one building a template works the same way as creating a scenario, with one key difference here, you can define how certain fields will appear when someone uses the template to create a {{scenario singular lowercase}} check use in wizard box to include the field in the guided setup if you don't check this box, the field will be hidden from users when selected, a help box appears where you can add a short description to guide users in configuring the field check use as a default value box to additionally suggest a predefined value for a field users will see this suggestion during setup, but can still change it if needed here's what users will see when they set up the template to create a {{scenario singular lowercase}} with these options enabled keep in mind if you don't check either box, the field and its values will be hidden from users during the guided setup, but will still appear when they start editing the scenario from that template all values added to the fields in the template will be visible during {{scenario singular lowercase}} editing, regardless of the guided setup options you choose wizard prompts are displayed only if the user chooses a guided setup when creating a {{scenario singular lowercase}} from a template it's particularly important to check both use in wizard and use as a default value boxes when adding a module with dynamic, customizable fields (e g , set multiple variables) this ensures that users see the fields when they create a {{scenario singular lowercase}} from your template if the use in wizard and use as a default value checkboxes do not appear in the module settings window, click save and close the window right click the module and select settings the use in wizard and use as a default value checkboxes now appear you can also include a short description of the {{scenario singular lowercase}} and of the template to explain what they do click set up a template (gear icon) in the toolbar at the bottom of the {{scenario singular}} builder add a template description (max 1500 characters) and/or a {{scenario singular lowercase}} description (max 240 characters) click save the template description appears in the information panel when you share the template the scenario description will be included in the scenario created from that template once you are done, click the save icon to save your template you can find this and all other {{scenario singular lowercase}} templates you've created in the team templates tab if the list is too long, use the search box to find templates quickly rename scenario templates you can only rename your team templates if you rename a published template, you need to publish it again after changing the name users who have the link to the previously published version will see the updates once you republish the template to rename an existing team template open it from the team templates tab cl ick options > rename your template will be renamed if it's a published {{scenario singular lowercase}} template, you can click publish so the update is reflected in the published version edit scenario templates you can only edit your team templates if you edit a published template, you need to publish it again after editing users who have the link to the previously published version will see the updates once you republish the template to edit a template open the team templates tab click edit editing a template works like editing a {{scenario singular lowercase}} in addition, you can adjust the use in wizard and use as default value options you set when creating the template once you are done editing, click the save icon the changes you’ve made will be applied to your template if it's a published template, you can now click publish again so the update is reflected in the published version delete scenario templates you can delete any of your private or published templates published templates must be unpublished first you can delete a scenario template from the team templates tab or directly within the template to delete a template from the team templates tab click delete next to the template click really? to confirm to delete a template within the template itself open the template click options in the top right corner click delete click really? to confirm the template will be permanently deleted any public links to a deleted template will no longer work publish scenario templates to share your scenario template with others, you must first publish it to publish a template go to the team templates tab select the template you want to share click publish in the top right corner you can now share your template via a public url with anyone outside your team to unpublish a template open the template and click options > unpublish alternatively, go to the team templates tab, and click unpublish next to the template's name once you unpublish the template, it becomes private (visible only to your team) any public links you shared while it was published will no longer work share scenario template via a public link after publishing a template, you can share it with others via a public link to share a template c lick share public link in the top right corner the link is now copied to your clipboard you can paste it where needed people who get the link cannot edit or copy the template they can only use it to create a scenario request to add scenario template to the public library you can submit a request to add your published template to our public templates library to request approval open your published template click request approval the template’s status changes to approval pending make’s administrator reviews your request if approved, the template will be added to the public templates library and visible in {{product name}} and on the {{product name}} com website's template gallery you can always unpublish the template you've submitted to the public templates library and delete it if you want to make edits to it, you need to unpublish the template, edit it, and submit it for approval once again