Create templates
Templates can be personal (seen only by you) or public (shared within a project).
If you want the template to be public for others 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 (to save public templates) and not filled with data.
There are two ways of creating templates; starting with a blank template and from an experiment.
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
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Click on Collaborators
Click on “Enable collaborators”
Click in the box under “Contributors” or “Co-editors”
Click on “All”,
Select names and press “close”
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Once created, personal templates can be found under "My notebook" and public templates can under "All notebooks" on the homepage.
To create an experiment from a template, open the template and press the "Create experiment" button