Creating an item template

IMPORTANT: You must have the Manage Templates permission to access the Templates screen. For more information, read About roles and permissions.

You can create an item template in the Templates screen. Item templates can be used to create items in HTML subjects.

This article explains how to create an item template in the Templates screen.

In This Article

1. Go to the Templates screen

To view the Templates screen, go to Item Authoring > Templates.

TIP: For more information about Templates, read About Templates.

2. Select Item Templates

Select Item Templates to open the item templates panel.

3. Create your item template

Select Create Item Template  to create a new item template.

Choose any question type from the Question Types menu and go to the Edit screen.

Creating an item set template

You can also create item set templates. If an item set is created from an item set template, all item templates in the item set are created. You cannot create individual items from item templates within an item set template. For more information, read Creating an item set.

4. Edit your item template

In the Edit screen, you can edit your item template in the same way you can edit an item. For more information about creating an item, read Creating items, Setting up items, and Using media.

Set your item template’s workflow status in the Status drop-down menu. Only item templates set to Live can be used to create items.

NOTE: You can only set your item template's status to Draft or Live.

5. Previewing your item template

To see your item template from a candidate’s perspective, select Preview .

If you need to continue working on the item template, select Edit to return to the Edit screen.

6. Saving your item template

Select Save  to save your item template to your subject.

To see additional saving options, use the Save  arrow to open the Save Options menu. Select Save & Close to save the item template and return to the Templates screen. Select Save & New  to save the item and create another item template.

Select Close  to leave the Edit screen. If you have unsaved changes, you are prompted to either save or discard them.

When you have saved your item template and set its workflow status to Live, it can be used to create items in HTML subjects. For more information about using templates to create items, read Using templates to create items.

Further reading

Now you know how to create an item template in the Templates screen, read the following articles to learn more: