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How to edit template settings and properties

This article explains how to edit template settings and properties in Template Designer.

  Prerequisites

  • Library and at least one Dynamics module enabled.
  • Templafy Desktop and Office VSTO add-in installed.
  • Space owner access to the Templafy tenant.

How to edit settings and properties

When building a template, editing a setting or a property that was previously added might be required. To edit a setting or property, follow the steps below.

  1. In Template Designer, open the Advanced tab.
  2. Click Edit in the ellipsis menu of the setting or property you want to delete.
  3. Make the desired changes.
  4. Click Save:
    documentpropertyedit.gif

      Important

    The Type cannot be edited. The setting or property must be deleted and recreated in the response form if this edit is required.

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