Editing template names and customer options
Users with the XTM Cloud Administrator or Project Manager role can edit project filter templates.
Note
By default, Limited Project Managers (LPMs) do not have access to the Filter templates tab screen. This can be changed by XTM Support.
To request support
Visit our Support Portal.
Note
It is only possible to edit the names of templates created at Project level.
Select Configuration > Filter templates > Project level.
In the filter template table, hover over the name of the selected template.
On the right-hand side of the table, select the
Edit template icon.Result:
The Edit project filter template popup is displayed.
In the Edit project filter template popup:
If needed, in the mandatory Template name text field, update the filter template name.
If needed:
select the Enable only for specific customers checkbox and select the required customer(s) from the dropdown to make the template only available for the specific customer(s).
clear the Enable only for specific customers checkbox to make the template available for all customers.
Select Save.
Result:
The Successfully updated template message is displayed in the bottom right-hand corner of the screen.
Your new template name is displayed in the filter templates table, in the Configuration > Filter templates > Project level tab screen.