Platform

Editor

The editor is where you will manage your all of your organizations templates, their contexts and most importantly, the template flow itself.

Navigating to Editor

1. Click on the four Dots at the top right
2. Select the Editor option.
   • This will open the Template List view.

Sections

This is the default page you will see when navigating to the Editor from the Four Dots menu.

It lists all of the templates in your org and allows you to create, edit, and delete them.

1. Create button

Allows creation of new editor templates and other resources.

• Create new template
• Create new article
• Create new folder
  • Allows you to organize your templates and articles into folders.

2. Folders view

This is the default view selection for the Editor home page. It allows you to view all of your templates and articles in a folder based structure.

3. Recent view

This view allows you to see your most recently edited templates.

4. A template or article

Clicking on a template or article will open the editor for that resource.

For templates, clicking on the line itself will open the template overview page in-place.

5. Open Template Overview

Clicking this button will open the template overview page in a new tab.

6. Open Default Flow

Clicking this button will open the default flow for the template in a new tab.

7. Three Dots / More Options

Clicking this button will open a menu with additional options for the template or article.

• Archive
  • Archives the template or article, similar to a deletion.
• Move
  • Moves the template or article to a different folder.
• Copy
  • Creates a new template or article from an existing one.
• Edit
  • Allows updating the name and description of the template or article.
• Copy templateuuid
  • Copies the template's UUID to the clipboard.

8. Filter

Allows you to apply categorical filtering to the list of shown templates.

• System templates
  • Shows only system templates. See System Templates.
• Archived
  • Shows only archived templates.
• Articles
  • Include articles in the list.
• Templates
  • Include templates in the list.
• Folders
  • Include folders in the list.