v4.0.25

Working with templates

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What are templates?

Every record in eCAT is defined by its template. A template is a collection of fields of different types.

eCAT allows you to add the following types of fields to a template, each of which is described in more detail below:

There are three kinds of template:

Users with the role "Manager" and Administrators can create new templates of all types for users to work with. These users can then specify what other users can view, edit, copy, add instances of and search on existing templates.

Users with the role of "Inventory Manager" can create new sample and container templates. These are visible to all users.

To start working with templates, click on Templates in the main tab menu. You are presented with a list of the templates in the system.

The list of templates

The list of templates

As well as the templates shown by default in the template section there are also a set of fixed system templates which cannot be changed. These are used for basic structures such are Folders and Files, as well as all of the importers that eCAT ships with. You can see these templates by clicking on "View System Templates".

If you click on the name of a template you are taken to a display of its fields. The following screenshot shows a possible example of an Antibody template.

A template for an Antibody

A template for an Antibody

From here you can work with the template by using the "Modify" menu on the left hand side. You can edit the template by clicking on "Edit", rename it by clicking on "Rename", copy it by clicking on "Copy", set permissions for it by clicking on "Sharing" and view its history by clicking on "History".

For more information on creating a new notebook or sample template click here.

For more information on creating a new container template click here.

For more information on editing a template click here.

For more information on renaming a template click here.

For more information on copying a template click here.

For more information on deleting and restoring a template click here.

For more information on setting permissions for a template click here.

For more information on viewing the history of a template click here.