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Create a data object or collection from a template

Create a data object or collection from a template

Templates let you start with a predefined structure — pre-filled attributes, file slots, and a consistent name — instead of filling in everything from scratch.

Creating a data object from a template

  1. Open a collection in the left sidebar.
  2. Click the + button (top-right of the sidebar) or the Add new data object button at the bottom.
  3. The Create Data Object dialog opens with a template picker. Choose a template card to create the data object instantly.
  4. If you prefer to start without a template, click Start from blank to open the standard creation form.

Note: The template picker only shows templates that your collection admin has allowed for this collection. If no templates are configured, the blank form opens directly.

Creating a collection from a template

  1. From the Collections list page, click Create collection.
  2. If your administrator has set up collection templates, the template picker appears first. Choose a template to pre-fill the collection description.
  3. Complete the name and any other fields in the form, then click Create.
  4. Click Start from blank to skip the template picker.

What templates provide

Setting up templates (admin)

See Templates reference for how to create and publish templates.