Create a Template from a Check¶
DO Creating metadata or metric checks or templates
DQ Creating integrity checks or templates
Turn a check into a template, so the same rule can be applied to other tables. The new template copies the check's rule type, filter clause, properties, coverage, description, and tags. It is created Unlocked, and the check is linked to it.
Permissions
Creating a template from a check requires the Manager or Admin role, permission to edit the check, and the module for its rule type. See Template Permissions.
Option not showing
Template is not offered on a check that is already linked to a template, or on an archived check.
Steps¶
Step 1: Open the check from the Checks tab of its datastore, table or file, or field. Its page opens.
Step 2: Click at the top right. A menu opens.
Step 3: Click Template . A success message appears, and the new template is added to the Library.
Step 1: Open a check that is not linked to a template from Explore › Checks. The check form opens in a dialog.
Step 2: Click at the top right of the form. A menu opens.
Step 3: Click Template . A success message appears, and the new template is added to the Library.
Step 1: Fill in the form for the new check. See the Create a Check page of its rule type, listed in Getting Started with Checks.
Step 2: Click the arrow next to Save. A menu opens.
Step 3: Click Save as Template . The check is validated and saved, the template is created from it, and a success message confirms both.
To have the check follow later edits to the template, open the template and turn on Locked. See Edit a Template.