Service Templates
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Service Templates is a useful feature that allows you to create complete or incomplete Service Designer Service Plans that can be stored on the platform. Service Templates can be accessed from the Manage -> Templates toolbar menu option. Also it can be opened in Service Designer and used as a starting point to create complete Service Plans.
Optionally your Service Templates can be shared to your sub accounts allowing your sub account users to open them in Service Designer and use them as a basis to create complete Service Plans.
The create template dialog will appear where you can provide a Name and Description for the Service Template. If you share the template it will be available to all users in your sub accounts who have been granted the permission to use templates.
It is also possible to create the template directly into one of your sub accounts by selecting a sub account from the account selector. A thumbnail image of your Service Plan will be automatically generated and will be saved with the new Service Template.
To select or manage existing templates, select the [Templates] menu option from the [Manage] drop down menu.
The Template Manager allows you to browse, select and delete existing templates. Templates that have been shared to your account can only be deleted or updated by the parent account.
There are filtering options available to allow you to quickly find a specific template as shown below:-
When a template has been selected and opened in the Service Designer canvas, if you have permission to update the template the [Save] toolbar drop down menu will have an additional option - [Update Template] as shown below:-
You can make changes to the Service Plan in the Service Designer then click the [Update Template] menu option to display the Update Template dialog:-
You can update the Name, Description, Share option and you can also change the Account where the template resides if required. A new thumbnail image will also be generated to reflect any changes you have made to the Service Plan.
Click the [Update] button to save your changes.
If you attempt to open a shared Service Template and receive a message informing you that your account has not been granted permission to use a Node or Node Option, you will need to contact your Service Provider to arrange the permission to be granted to your account.
To create a template you first design the Service Plan in the Service Designer in the same way as you would if your were . The Service Plan does not need to pass validation so mandatory settings do not need to be configured before you can save the template. Once your have designed your Service Plan on the Service Designer canvas, select the [Create Template] menu option from the [Save] drop down menu on the Service Designer toolbar.
At the top of each template panel is the name of the account where the template resides. If the Service Template has been shared to your account by a parent account, the account name will be displayed as "Parent Account". Press the button to delete the template. To select a template and open it in the Service Designer, press the button. To provide a visual indicator that you have opened a template, the Service Designer title bar background colour will change to orange as shown below:-
The Service Plan template will be displayed in the Service Designer canvas. The Service Plan can then be completed (if required), validated and saved and a new Service Plan in the normal way. See for further information.
When sharing templates you need to consider that your sub accounts may not have been granted permissions to use the functionality or resources that you may have used in the Service Template. Users in your sub accounts will not be able to open a Service Template that use or Node Options that they have not been granted permission to use.
