I have several elements - campaigns, workflows, deliveries - that I used for specific situations and I would now like to save them as templates. Is there any direction option or a workaround in ACS to do that, or do I have to create new elements from scratch under Templates?
Thanks in advance for any ideas!
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In the UI there is no option to convert an existing element into a template.
You can create a new one and try to copy & paste properties or contents.
It might be possible to do it via an export / import but I never did that.
(e.g. create a template and export template + your existing elements, then compare the XML and see if something can be done)
Hi AndMi,
Option 1
Yes we can create the workflows, campaigns, delivery and other templates and can be resused.
Please go to Navigation -> Resources -> Templates
There you can see Workflow,Campaign, delivery and other template options.
Note: Please don't change the out-of-the-box templates please duplicate the desired template and apply your changes
Option 2
You can duplicate the entire campaign/program all your elements added under the main folder will get duplicated (other than delivery activity)
Regards,
Nikhil Kalladithodi
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In the UI there is no option to convert an existing element into a template.
You can create a new one and try to copy & paste properties or contents.
It might be possible to do it via an export / import but I never did that.
(e.g. create a template and export template + your existing elements, then compare the XML and see if something can be done)
Hi Ramon, Nikhil,
Just realized I never replied to you on this one - sorry for that, and Many thanks!
It's been very useful to know that in the UI there was no option to convert an existing element into a template - with that in mind, I switched to option #2 - creating new templates and start adding content/properties from the existing elements.
Best,
Andreea
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