Templates

Overview

Templates can be used to streamline the creation of Collectors, Queries, Workflows, and Data Targets across groups. Templates are accessible within a single user profile (when toggling private template) or across groups (when toggling public template).

Create a Template

Create your baseline (A collector, query, workflow, or data target).

Click on the sheet with a plus sign in the upper right to Create Template.

After providing a description name and description click Save.

 

Creating From Template

Creating a Collectors, Queries, Workflows, and Data Targets from a template is very simple.

Navigate to the ‘Templates' section and find your template. Select it and click the Create Collector From Template button.

From here users will have a new Collectors, Queries, Workflows, or Data Targets based off of the template.