Example: Creating a Project Template Using a Template Card

In this example, you use a template card to specify the customer name and project name for a new project.

1. In the Card Editor, select File > New .
2. In the Card properties pane, for Card Type, select Template Card.
3. Add a combo box control with customer names.
4. Add an edit box control for the project name.
5. Link the controls to new or existing variables.
   To make sure that a card field cannot be left blank by a user, click Variables. In the Edit Variables dialog box, next to the variable name, click Mandatory values.
6. Click File > Save As to save the card as a new template card.
7. Right-click Templates and select New Template.
8. To name the template, for Menu string, type Create Project.
9. In the left pane, click Template Cards.
10. Click Add Card and select the new template card.
11. To map the template input fields to template variables, click Template Variable.
12. In the Organize Template Variables dialog box, click New.
13. Under Selected Variable:
    1. Type a name (for example, Customer).

       For clarity, the name can match the card variable name, but it does not have to.

    2. For Type, select any type.

       The recommended type is Format string.

14. Repeat steps 12 and 13 to create a second template variable (for example, Project).
15. Click OK.
16. Under Variables to copy for selected card, select a Card Variable to copy the value from and use the Template Variable list to select a template variable to copy the value to.

    For example, for the template card variable Customer name, select the template variable Customer.

17. Click Next.
18. On the Files and Folders screen of the Template wizard, define the folders to be created for the project template structure.

    For example, click to specify the template to create new folders under a template root folder called Projects. Click to add a first level subfolder and assign the name from the template variable Customer (that is, %Customer%). Click again to add a second-level subfolder and assign the name from the template variable Project (%Project%).

19. If you have a folder card, right-click a folder and select Properties to use the template card values to update the card in the folders created by the template.
20. In the folder's Properties dialog box, on the Copy Variables tab, select a template variable and the folder card variable that should be updated.
21. Click Next.
22. On the Icon screen, select an icon to represent the template and click Next.
23. On the Users and Groups screen , assign the template to users and groups. Be sure to include the user you are logged in as.
24. Click Finish.
25. To test the template, in Windows File Explorer, right-click in the Project directory you specified in step 18 and select New > Create Project.

    The template card assigned to the template is displayed to let you specify the customer name and project name that should be used in creating the project structure.

    When the project template is finished, a new project folder structure has been created and the folder card has been updated, using the information from the template card.