The action bar

The action bar allows you to control your draft templates and publish them for use throughout your organization.

Note The availability of the buttons depends on the type of template (packaged or customized) and the status of the template.

Element Description

Name

The name of the template.

Status

Status of the open template: Draft or Published.

Discard draft

Revert to the previous version of a template, regardless of the status of the template and whether or not you made any changes to it.

Note 
  • If you revert to a previous version of a v1 template, it is permanently deleted from the template gallery. All published versions, however, remain archived in the DGC database.
  • The packaged templates can be copied, but not edited. Therefore, they are always v1 and always have the Published status. They cannot be deleted.

Save draft

Save any changes you've made to the template.

  • If the status of the template was Draft, the status and the version number are unchanged.
  • If the status of the template was Published, the status becomes Draft and the version number increases incrementally, even if you made no changes to the template.

Publish

Set the status of the template to Published.

  • If the status of the template was Draft, the status becomes Published and the version number is unchanged.
  • If the status of the template was Published, the status remains Published, but the version number increases incrementally, regardless of whether or not you made changes to the template.

Copy template

Make a copy of a packaged template. The copy is added to Custom templates section, as a v1 with the Draft status.

Close the template without saving any changes you may have made. The status and the version number of the template are unchanged.