Templates FAQ¶

Reading the check templates FAQ

Templates and Their Checks¶

Does editing a template change the checks created from it?¶

It depends on the template's lock. On a Locked template, changes to the filter clause, properties, coverage, description, and additional metadata are copied to every linked check. On an Unlocked template, they are not. Tag changes reach the linked checks in both cases. See Locked and Unlocked Templates.

Why can't I change a check created from a template?¶

The check is linked to a Locked template. Only its target, the datastore, table or file, and fields, can change on the check. Change the rest on the template, or unlock the template.

Are checks created from a template Authored or AI Managed?¶

Authored. Every check created from a template, one at a time or several at once, is an Authored check, so Profile operations never change it.

Why are the checks from Multiple Checks all Draft?¶

Multiple Checks always creates its checks as Draft, so a mistake in one target does not produce anomalies before anyone reviews it. Activate them from the template's Checks tab once they are right.

Can I change a template's rule type?¶

No. The rule type is fixed once the template is saved. To use another rule type, create a new template.

Editing and Archiving¶

Why was my template update refused?¶

An edit that reaches the linked checks is applied to all of them or to none. It is refused when:

• A linked check cannot take the new definition. The message lists the checks that refused it.
• You lack access to a datastore that holds a linked check, and you are not an Admin. The message reads Cannot update this template: it has linked checks in datastores you do not have access to.

Why can't I archive a template?¶

It is Locked and still has linked checks. Unlock it first, then archive it. Archiving unlinks every check, which keeps running as it is.

What happens to the checks when I archive a template?¶

They stay exactly as they are and keep running, but they are no longer linked to the template, so its later edits no longer reach them. Their Template badge disappears.

Filters¶

Can I use each() in a check's own filter?¶

No. each() only expands when checks are created from a template. To add or remove values, edit the template's filter. See Filter Permutations.

I removed a value from each(), but its check is still there. Why?¶

The template is Unlocked. Only a locked template deletes the check of a removed value. Archive that check yourself if you no longer need it.

Access¶

Who can create and manage templates?¶

Users with the Manager or Admin role. Creating checks from a template also needs a team permission on each target datastore. See Template Permissions.