Create templates

Templates can be personal (seen only by you) or public (shared within a project).
To create a public template you need to have the right for this, given by the superuser.
If you want the template to be public for everyone to use, remember to associate the template to a project, otherwise the creator will be the only one to see the template anyway.
Some groups create a “template project” that is only used for this purpose and not filled with data.

There are two ways of creating templates; starting with a blank template and from an experiment.

Check the video on how to create manage and use KI ELN templates:

Starting with a blank template

Make sure you are at the homepage (if not, click on the “house” in the upper right corner).

Click on the Cogwheel in the upper left corner.

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Click on “New” in the menu that opens.

Click on “Template” in the sub-menu.

You can either create a Personal Template or a Public Template.

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Starting with an experiment

Open the experiment.

Click on the Cogwheel in the upper left corner.

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Click on “Save as” in the menu that opens.

Click on “Template” in the sub-menu.

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Select Personal or Public Template.

A template always has a yellow background (the experiments have grey backgrounds).

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User Defined Reference

Under “User Defined Reference”, you can create a pre-set list in the template. In experiments created from the template, only the list options can be chosen.

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Making a section mandatory

When creating a template, you can make a section mandatory by clicking on the section cogwheel and “Section properties”.

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Click the boxes “Mandatory” and “Fixed”.

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Add Collaborators to a personal template

Collaborators can be enabled for all Experiments created from a Personal Template.

The Personal Template has to be saved under a project and collaborators can be selected from the project members.

Open the Personal Template, click on the Cogwheel on the upper left side

 

Click on Collaborators

Click on “Enable collaborators”

Click in the box under “Contributors” or “Co-editors”

Click on “All”,

Select names and press “close”

Photo: nikovo