Creating a template
Before creating a template, consider which settings to define as common. For example, in a group measure template, two common settings are measure type and the dashboard type. In this case, you can define Group as a measure type, and Group Dashboard as the dashboard type.
To create a template, there are two methods:
*Defining properties in a new template.
*Creating a template from an existing object.
How to create a new template
1 In the Navigation Pane, choose Setup, and expand an object type. For example, expand Locations.
2 Choose Templates. Then, choose Create. Setup opens for the selected object type.
3 In Name, type a name for the template. Optionally, define other object settings.
4 Choose Save and Close. The new template appears in Templates.
How to create a template from an existing object
1 In the Navigation Pane, choose Setup. Then, expand an object type folder. For example, expand Measures.
2 Choose Templates. Then, choose Create Template From.
3 Select an available object. To move the object to Selected, choose Add. For example, Figure 2‑8 shows the Credit Rating measure in Selected.
Figure 2‑8 Choosing to create a template from the Credit Rating measure
Choose OK. Setup opens for the object.
4 In Name, type a name for the template. Optionally, define or clear other object settings.
5 Choose Save and Close. The new template appears in Templates.