User Guide > Data Subset > Templates
  

Templates

A template is a container for data subset groups and entities. A template must contain at least one entity.
Use a template to add multiple groups and entities to a plan or to add groups and entities to multiple plans. You can add groups and entities to more than one template.
You create, edit, and delete templates in the Define | Data Subset view in an project.

Template Example

You want information from multiple tables about different employees. You create a template that gets information about an employee. The template contains an entity that uses multiple tables to gather information about an employee with ID number 10. The template also contains a group that contains unrelated configuration tables.
After you create the template, you can change it to get information about a different employee. For example, you can change the employee to ID number 25 and get the same information about employee ID 25.

Creating a Template

Create a template to contain the entities and groups to add to a data subset plan. You can map template parameters to the entity parameters.
    1. On the Define | Data Subset view in the project, click Actions > New > Templates.
    2. In the Create Template dialog box, enter a name for the group and optional description for the group.
    3. In the Create Template dialog box, enter a name for the template and optional description for the template. Click Next.
    4. Click Add Entities to add entities to the template.
    5. On the Add Entities dialog box select the checkbox of the entities you want to add. Click Next.
    6. Click Next.
    The template parameter dialog box appears. The right panel of the dialog box shows the parameters for entities.
    7. To add a template parameter, click Add.
    The template parameters dialog box appears.
    8. Enter the template parameter name, description, and datatype.
    1. a. Add a parameter for each of the column datatypes in the main table. For each parameter that you want to add, enter a name, description, and the datatype.
      2. Each parameter that you add appears in the list.
    2. b. To assign parameters to columns in the main table, link the template parameter to the entity parameter. Select the template parameter, select an entity parameter, and click the link button.
    9. Click Next to add Groups to the template or click Finish to exit the template wizard.
    10. If you chose to enter groups, select one or more groups, and click Finish.

Editing a Template

Edit a template to add or remove entities, groups, and parameters.
    1. On the Define | Data Subset view in the project, click a template to open it.
    2. Click Edit.
    The Edit template dialog box displays the General, Entities, Parameter Map, or Group.
    3. Click a tab, update the template and click Save.

Deleting a Template

You can delete template if it is not assigned to a plan.
To delete a template, first remove it from the assigned plan.
    1. On the Define | Data Subset view in the project, select a template.
    2. Click Delete.
    3. In the Delete Confirmation message box, click Yes.