Create a template by copying an existing project

This section describes how to create a template by copying customization from an existing project.

This method copies customization from the project but does not copy project data.


  • If the project from which you create the template contains workflow scripts, the scripts must be converted after the template is created. This enables the template administrator to apply template workflow customization to linked projects. For details, see this KB article.

  • Version Control: If you copy a version control enabled project, the new template is created with version control enabled.

To create a template from an existing project:

  1. Open Web Administration. Click the Projects tab.

  2. Click Create Template to open the Create Template wizard.

  3. In the Choose Type step, select the Create a template by copying customization from an existing project option, and click Next.

  4. In the Customization step, in the Domain field, select the domain where the project you want to copy is located, and in the Project field, select the project you want to copy.

    Link the selected project to this template: Select this if you want to link the project to the newly created template. The template administrator uses cross project customization to apply template customization to the linked projects. You can also link a template to the project after project creation. For details, see xxxxx

  5. Click Next.

  6. In the Add Details step, enter the new template name, and select the domain where you want to create the template.

  7. Click Next.

  8. Under Database Type, select Oracle or MS-SQL.

  9. Under DB Server, specify Server Name, DB Admin User, and DB Admin Password.

    By default, these fields are given default values. If additional database servers are defined, you can select another name from the Server Name list.

    For details about defining database servers, see Defining New Database Servers.

  10. Click Next.

  11. (For SaaS only) In the Create in TableSpace field, select a tablespace where this project is created. In the Temporary TableSpace field, select a temporary tablespace. Click Next.

  12. In the Add Template Administrators step, select administrators for the template.

    For details, see the Add Project Administrators step.

  13. Click Next.

  14. In the Summary step, verify the details of the template you want to create.

    For details, see the Summary step.

  15. Click Create.

See also: