You can create templates and organize them using template collections to help standardize entries across sets of experiments. Establish user permissions for templates and collections to regulate their maintenance. This article explains:

Create a template collection

To create a template collection:

  1. Click the avatar in the bottom-left corner.

  2. In Feature Settings, click Template Collections.

  3. Click + New Collection.

  4. In the pop-up window, enter the collection name and description, select the collection owner, and add collaborators and permissions in the Manage collaborators section.

  5. Click Create template collection.

Create an entry template

To create an entry template from within a template collection:

  1. Click + New Template.

  2. In the pop-up window, enter the template name and select the template collection it will belong to.

  3. [Optional] Check Fill-in only to limit the components that users can modify in their entries.

  4. Click Create.

  5. After your template is created, you can modify the metadata or the template itself.

    • Click Notes in the top-left corner to add components to your template.

    • Click Metadata in the top-left corner to edit the template's metadata.

You can edit existing templates by navigating to the template collection and clicking on the entry.

Keep in mind that users can modify any part of an entry created from a template. To create templates that prevent users from modifying defined procedures in an entry, consider making your template fill-in only.

Related articles

Using fill-in templates

Deleting templates and template collections

Managing template collection permissions

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