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Edit a workspace template

How to edit an existing workspace template.

Updated over a week ago

Any user can edit any workspace template they have access to.

Click the report name on the Reporting homepage, then click Edit.

Screenshot of the Reporting page in Futrli.

If the template is already published, you can edit it but you’ll get a warning.

If you don't want the changes to be available to all users immediately, you can unpublish or save as draft while you’re editing.

You can then edit the template like you edit a report.

Publish a workspace template

When you're ready to make it available for others to use, publish the workspace template. This makes it available to select whenever you create a report using a workspace template.

Unpublish a workspace template

If the workspace template is already published, you can unpublish to hide it from other Futrli users. It won’t be available to other users but won’t affect any report created from this template.

You can unpublish from:

  • From the template menu, click the template then Unpublish

  • From within the template, click Draft

Delete a workspace template

If you want to delete the template, click the Delete option.

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