CP template lifecycle (status, cloning, filters)

Understand CP template statuses, cloning, and filtering.

1

Status behavior

Not Started

Typical actions:

• Edit

• Design template

• Delete

Not Started actions

Published

Typical actions:

• View Details

• View Template

• Void Template

After publishing:

• Templates become view-only.

• Editing, versioning, and republishing are typically disabled.

Published actions

2

Clone a template

1. Select the checkbox to enable Clone Template.

2. Enter a unique title.

3. Confirm cloning.

Enable Clone Template

Clone dialog

3

Filter templates

1. Select Apply filter.

2. Set filter values.

3. Select Apply (or Reset All to clear).

Open filters

Apply filters