Create Global Template

Creating global templates has two steps:

Step 1: Create Global Template

Create Global Template

  • Your are logged in as Master Data Administrator.
  • You are in the Master Data workspace.
  1. In the Ribbon, click on Manage ► Create ► <Master Data>, which you want to create.

    A tab with a new global template of the selected master data opens.

  2. In the Structure view, enter the properties of the template in the entry fields.
  3. Enter additional properties in the Details view.
  4. In the Ribbon, click on Save All.

    The Global Template is created.

Step 2: Publish created Global Template

Publish changes

  • In the ribbon, click on File ► Publish All.

    All existing changes are published.