Page builders can save existing cards to the template library for reuse across other pages in the app that share the same source model.  

You can use card templates to: 

  • Reuse cards. For example, you can use a grid card that is set up for a complicated data table to show a company's profit and loss account reports.  
  • Select a preconfigured card that includes all settings and formatting. You can use the card without having to know the underlying model structure.  
  • Set up templates to speed up page building. For example, to create a KPI card or a chart template.  
  • Create assets of cards, formatted for your brand or theme, so you can create pages using pre-formatted cards. You can then configure the view for the cards.  

Note: Not all card types work on all pages.

Card templates display in the right-hand Cards panel, under Card template library. 

To edit cards, select Edit to open your page in designer mode.  

Select Save to save as a draft, or Publish to publish the page. 

Save a card to the card template library

You can save cards to the card template library for reuse on other pages. Card templates can be reused across apps, and in pages that share the same model.

To save a card to the template library: 

  1. Select more options > Save card as template.
  2. You can enter a Name for the template.  
    Avoid using special characters, as they can display differently across different browsers. 
  3. Select Save. 

By default, the new template displays at the end of the templates list. Refresh the page to display templates in alphabetical order. 

Edit a card template 

You can edit a card template to change its source module and properties.  

To edit a card template:  

  1. On the Cards panel, select Options for this card template > Edit. 
  2. On the Card configuration panel, edit your template.  
  3. Select Save. 

Delete a card template

You can remove a card from the template library so it can no longer be added to pages. For example, when the source of data becomes less relevant.  

To delete a card template:

  1. Next to the card you want to remove, select the ellipsis > Delete. 
  2. In the Delete dialog, select Delete. 

Add a card from your template library

You can add a preconfigured card to a board, report, or the Additional insights panel of a worksheet. If you've no cards in your template library, you can save an existing card as a template.  

To add a card from your template library: 

  1. If the page is a worksheet, select the cog icon on the Additional Insights panel. 
  2. Drag the card you want to add from the Card template library to the page or Additional insights. 
  3. Select Save to save as a draft, or select Publish.