1. Anaplan User Experience
  2. Build apps and pages in the User Experience
  3. Build with cards
  4. Card template library
  5. Edit a card template

Edit a card template to change its source module and properties.  This is useful if you want to change the underlying data without also changing the title or having to create a completely new card.

When you edit a card in the template library, all instances in use on pages remain unchanged.

To edit a card template:

  1. Open a page in designer mode.
  2. In the side panel, select next to the card template you want to edit.
  3. Select Edit.
    The Card template designer dialog displays, with a preview to the left-hand side, and the Card configuration panel to the right-hand side.
  4. Edit the card template.
    Learn how to edit each card type.
  5. Select Save.

You can now add the card from your template library to a page in the app.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.