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How Do I Create a Template Layout?

Published in Layout Template Creation 3 mins read

To create a template layout, you will navigate through the system interface to the dedicated layout templates section, initiate the creation of a new template, and then provide a name and optional description for it.

Steps to Create a Layout Template

Based on the provided reference, the process for creating a new layout template involves navigating specific sections within the interface:

  1. Access the Interface Settings: Locate the left panel within your system's interface.
  2. Find Layout Templates: In the left panel, click on the option labeled Interface. This action should expand or take you to a new set of options where you will find Layout Templates. Click this option.
  3. Initiate New Template Creation: On the Layout Templates screen, you will see options to manage templates. Click the option or button specifically designated for creating a new template, typically labeled New Layout Template.
  4. Name Your Template: A form or section will appear for defining your new template. If you are creating a new layout template, the first required step is to type a Layout template name. Choose a name that clearly indicates the template's purpose.
  5. Add a Description (Optional): You also have the option to type a Description for your layout template. This can provide further detail about the template's use case or features, making it easier to manage later.

These steps outline the initial administrative process to create the template record itself within the system.

Navigating the Layout Template Manager

The reference highlights the path to managing layout templates:

  • Main Navigation: Left Panel > Interface > Layout Templates
  • Action for Creation: Click New Layout Template
  • Action for Modification: If you need to modify an existing template after creation, you would Click the name of the layout template you want to modify from the list on the Layout Templates screen.

This interface serves as the central hub for both creating new layouts and managing existing ones.

Action Interface Path / Button Click Required/Optional Input
Creating a New Template Left Panel > Interface > Layout Templates > Click New Layout Template Layout template name (Required); Description (Optional)
Modifying a Template Left Panel > Interface > Layout Templates > Click existing name (Configuration within the template details, not specified)

Following these steps ensures you correctly initiate the process of adding a new layout template to your system as described in the reference.

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