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Edit a Template

Change a template's filter, properties, coverage, lock, description, tags, or metadata. On a Locked template, the change also reaches every check created from it. To change many templates at once, see Bulk Edit Templates.

Permissions

Editing a template requires the Manager or Admin role. When the change reaches linked checks, you also need access to every datastore that holds one of them. See Template Permissions.

What reaches the linked checks

Tag changes reach every linked check. On a Locked template, the filter clause, properties, coverage, description, and additional metadata do too, and turning Locked on copies the template's definition to every linked check right away. See Locked and Unlocked Templates.

Steps

Step 1: Click Library in the left side panel. The Library page opens.

Step 2: Click next to the template. A menu opens.

Step 3: Click Edit . The Check Template Details dialog opens.

Step 1: Click Library in the left side panel, then click the template. Its page opens.

Step 2: Click at the top right. A menu opens.

Step 3: Click Edit . The Check Template Details dialog opens.

Step 4: Change the settings you need. The Rule type cannot be changed.

Step 5: Click Update. A success message appears, and on a locked template the linked checks are updated with it.

When the update is refused

The change is applied to every linked check or to none. If a linked check cannot take it, such as a filter that names a column its table lacks, the template is not saved and the message lists the checks that refused it. Fix those checks or adjust the change, then try again.

To change only the description or the tags, you can also edit them in place on the template's page. See Template Overview.