Subscribed Users with "Can Save Workspace as Template" role at system level or "Edit Workspace" privilege will be able to save an existing Workspace as a Template.
1. Click on "save workspace as template" link on "Manage Workspaces" page OR while editing the workspace.
2.Provide all mandatory information in all respective sections of Basic Workspace Information, Additional Workspace Information,
Allow Override within Clone if selected enables a user to modify the Workspace
Objects at the time of cloning from the Workspace Template.
Select the Workspace Objects that needs to be saved in template.
Adoddle Workflow objects are available.
Allow Override within Clone if selected enables a user to modify the Workspace
Objects at the time of cloning from the Workspace Template.
Click on save all hyperlink to save all information.
FAQs:
Q. How do i get access to save workspace as a Template.
A. Only subscribed users will have a link to "save workspace as template" on "Edit Workspace" or "Manage Workspace" menu.
Q: I cloned a workspace from a Template saved as a Workspace Template from ana existing workspace, but cannot find the documents in the new Template.
A: Workspace Templates contain only the structure and objects of the workspace and not the instances of the workspace like documents and forms.
Useful Links:
Clone New Workspace from Workspace Templates