Skip to main content

Action templates

Managing action templates​

The action templates associated with a form can be managed by clicking on the Templates tab in the top navigation bar.

The template list shows all templates created for the form, as well as the system they communicate with.

The list is split into pages if there are more than 10 templates.

Editing a template​

To edit a template:

  1. Navigate to the list of action templates and click on the template title. The template window will open.
  2. Make the desired changes and click the Save button to save your changes. All rules using the template will be updated.

Inspecting the rules associated with a template​

To see which rules an action template is being used in:

  1. Navigate to the list of action templates and click on the number in the Rules Using Template column for that template. A window will open listing all rules that currently use the template.

Removing a template​

To remove an action template:

  1. Navigate to the list of action templates and click on the checkbox next to the action template to remove.
  2. Open the Actions menu and select Delete Selected from the available options. A confirmation message will be shown.
  3. Confirm the action and the template will be deleted.
note

It is only possible to delete unused action templates. To delete a template that is in use on a rule, remove it from the rule or delete the rule first.