{"id":1810,"date":"2024-03-24T22:58:58","date_gmt":"2024-03-24T22:58:58","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/templates-faq\/"},"modified":"2024-09-23T23:36:57","modified_gmt":"2024-09-23T23:36:57","slug":"templates-faq","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/templates-faq\/","title":{"rendered":"Templates FAQ"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Can I build a template from scratch?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, you can build a template from scratch. If you don\u2019t want to use or edit one of your custom templates or our built-in templates, go to the <strong>Templates<\/strong> tab and click <strong>Create a new template<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_0so7B2Oo3B-1024x236.png\" alt=\"\" class=\"wp-image-1712\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This adds a <strong>New Request Template<\/strong> to <strong>My Templates<\/strong>. It\u2019s a blank template that you can fill with questions as you see fit. To do that, click the dotted area next to the template name and then click Edit:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_20cTEXhDUB-1024x303.png\" alt=\"\" class=\"wp-image-1713\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: Any changes you make will be saved immediately.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Can I edit or overwrite a built-in template?&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">While you can\u2019t edit or overwrite a built-in template, you can make a copy of a built-in template and make changes to it as needed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To do that, go to the Templates tab and find a built-in template that you\u2019d like to modify. Click on the dotted area next to the template name and choose <strong>Duplicate &amp; Edit<\/strong>. For the sake of this tutorial, we picked the first built-in template on the list:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Untitled-2-1024x358.png\" alt=\"\" class=\"wp-image-1715\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now you\u2019ll see the template in the <strong>Request Builder<\/strong>, so you can modify it as much or as little as you like.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: Any changes you make will be saved immediately.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">For this tutorial, we only renamed the template from ATO Client-agent Linking to Example Template. Once you\u2019re done editing, go back to the Templates tab to find your custom version saved in <strong>My Templates<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Untitled1-1-1-1024x358.png\" alt=\"\" class=\"wp-image-1716\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">As you can see in the screenshot above, both versions of the template are there:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A modified version called Example Template in My Templates<\/li>\n\n\n\n<li>The original ATO Client-agent Linking template is still the first on the list of built-in templates<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Can I test conditional logic in templates?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You unfortunately cannot test conditional logic in templates. The simplest way to test is to create a request from your template, jump to the <strong>Preview<\/strong> step, and click <strong>Unlock prefilling<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/Untitled2-1024x387.png\" alt=\"\" class=\"wp-image-1717\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Note that anything you prefill would be visible to your client. So if this is just for testing, you may want to delete the request afterwards.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: Here\u2019s more on how to <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/conditions\/\" data-type=\"link\" data-id=\"https:\/\/help.contentsnare.com\/knowledge-base\/conditions\/\">use conditional logic<\/a>.\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Next steps:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/conditions\/\" data-type=\"ht_kb\" data-id=\"1798\">Requests deep dive \u2014 Conditions<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Can I build a template from scratch? Yes, you can build a template from scratch. If you don\u2019t want to use or edit one of your custom templates or our built-in templates, go to the Templates tab and click Create a new template. This adds a New Request Template to&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[18],"ht-kb-tag":[],"class_list":["post-1810","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-templates"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1810","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=1810"}],"version-history":[{"count":2,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1810\/revisions"}],"predecessor-version":[{"id":2731,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/1810\/revisions\/2731"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=1810"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=1810"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=1810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}