To create a new template:

1. Navigate to the Template view via the main menu.
2. Select the desired module icon in the Template folder tree. 
3. Click the "New template" icon in the display menu to open the New Template view, as shown in screenshot below:

When setting up the template, fill in its properties as follows:

• Template Name: This name will be visible in all lists that include the template. Assign a unique name to each template for easy identification.
• Template Code: A unique identifier for the template, crucial for operations such as data import or when using special attribute handlers. 
  • The code `admin` is reserved for the ESM User template. All other templates can be named freely.

• Module: Select the ESM module(s) the template pertains to, such as CMDB, Contract, IT Processes, HR. The module name automatically aligns with your selection in the template tree pane. Verify the module matches the intended use.
  • The Dashboard module aggregates frequently used and critical information.
  • The Organization module stores client company and contact information.
  • The Users module is specifically for ESM user template creation, restricted to one template per module with the code `admin`.
• Transformations: Details on transformations are visible in the saved template and discussed in Chapter 5.3.
• Protected: Only root users can set template protection, modify the template code, or change its module. Non-root users can edit attributes and other settings of protected templates but cannot delete them.
• Allow Copying Template's Data Cards: Enables or disables the ability to copy data cards from the template.
• Wrap Long Attribute Names: Controls whether long attribute names are wrapped or truncated with ellipses (...) in data card views.
• Record Changes of Data Cards: Toggles the history tracking for changes to data cards. By default, new templates do not record history. Note that history accuracy may be compromised if this setting is toggled off and then on again.
• Events and Data Card Listeners: Listed in the saved template view for adding functionality to templates, such as automatic updates to data cards based on certain triggers.
• Description: Allows for administrative notes about the template.

After inputting the required details and saving the template, it will be listed in the template tree. Proceed by setting permissions for user roles.

Granting of Template Permissions

Permissions in ESM are role-based, meaning users inherit permissions from their assigned roles. Template permissions enable role members to create, read, update, and delete data cards generated from those templates.

Role Permissions for a Template

A user may belong to multiple roles, aggregating the permissions from each role. After defining template permissions, proceed with class creation for the template and attribute assignment.

NOTE! If you have not created user roles yet, the view illustrated in Picture 6: Role permissions for a template is not available. In that case, continue with creation of user roles as described in the chapter 7 Users and Permissions.

Selection and Creation of Classes

Following permission setup, select or create classes for the template. Existing classes can be reused, bringing their attributes to the new template. To avoid removing necessary attributes, consider creating new classes instead of modifying existing ones.

To select a class, use the template view and choose "Select classes." To create a new class, select "New class" from the menu, name it, and save.

Selection of Attributes

Continue by assigning attributes to your classes. If using existing classes, their attributes are automatically included. For new classes, select "Select attributes" to choose from available attributes or create new ones as needed.

Check the details of each attribute before selection, ensuring they match the class's requirements.