Templates
You can build Templates in Cyclr that can then be either manually installed into your client’s Accounts or offered to clients for self-installation.
When you select the ‘Design New Template’ option from within Templates > Template Library you will be taken directly to Cyclr’s builder tool. In order to keep your Cyclr’s console tidy and well organised the first thing that you are recommended to do is to give the Template a good name.
Once you have at least one Template built or in-progress then you will see these shown in a list view when you go to the Template Library. Options against each of the Templates in the list allow you to:
Option | Action |
|---|---|
Edit / View | This takes you into Cyclr’s integration builder to either edit or view the latest Template Release. If the Release is a Draft, you’ll be able to edit it. |
Releases | Shows all Releases of a Template. |
Move Template | Select to see a list of Folders you can move the Template into. |
Upgrade Installed Integrations | Upgrades Cycles in your Accounts that were installed from the Template. |
Delete Template | Places the Template into the Console’s Recycle Bin where it can then be completely removed. Deleting a Template will NOT affect Cycles in your Accounts that were installed from the Template. |
Published / Unpublished | To enable a Template to be installed into an Account - whether through the “Templates” button within an Account or through the LAUNCH and Marketplaces features - set this to Published. |
Tagging Templates
You can add Tags to your Templates through the list view of your Template Library. You can also add Tags to Cycles within Accounts.
These Tags can then be used as additional information for yourself and your colleagues.
When addded to Templates, you can also use them to filter which are returned when making calls to certain Cyclr API endpoints, as well as by LAUNCH when displaying Templates for your customer to choose from.
When a Template is installed into an Account, any Tags on the Template will be copied onto the newly created Cycle.
Managing Tags
For Templates, go to your Partner Console, then the Template Library and locate a Template you wish to Tag.
Managing Tags on a Cycle within an Account is handled the same way.
The 
icon beneath each Template shows any existing Tags set on it:
Delete a Tag by selecting the 
button next to one you wish to remove.
To add Tags to a Template, select either the 
or the 
button to open the Tagging popup:
Prepare a new Tag to be added by entering some text for it and selecting the
button.You can add one or more Tags in the Tagging popup.
Remove Tags from here by selecting the
button.Select the “Create” button to save the new Tags to the Template.