Publish Template (Private/Space) - How to Use the Template?

I used the IMAP email to ticket template (which is really good). I adjusted it to support attachments and removed the AI analysis (as I didn’t need it). Then published the folder as a template (private/default - visible to the space only).

But I can’t seem to find a way to use the template, it doesn’t seem visible anywhere when I select to create new from template.

Am I missing something? Or is this a bug?

Also, if I select the folder and go to ‘view original template’ I get ‘Template not found’.

But if I select ‘republish’ I see the template is there and it allows updating to 1.0.1.

Would be great if it was possible to duplicate a folder (so that the references etc. will work, like when using a template) without needing to create a template, for quick testing flexibility.

Also, is it possible to delete a template? - Not just archive.

I followed info from here: Template Center | Bika.ai

Hi @log ,

Thanks for sharing this, here’s some guidance on your questions:

  1. After you publish a template, it will appear in the Template Center under “Templates from your space”.

  1. The “View original template” error is a known bug, I was able to reproduce it and have already submitted it to the product team.

  2. If you’d like to duplicate a folder, you can use the bika.file export and import feature for now.

  3. Templates can be deleted completely: first delete the template source from your space, then go to the Template Center and delete the template there as well.

Hope this helps! Feel free to reach out if you need clarification on any of the steps.

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Thanks @Thea !

Appreciate the thorough help.

Unfortunately the template does not appear in the template center.

Hi @log ,

Could you please check the icon on the template to confirm? It should look like this:

  • If it doesn’t, it means the template wasn’t successfully published.
  • If it does, click Republish and check the Template Visibility setting:
    • If it shows “Template application coming soon”, this is a known issue we’ve already recorded — you can republish it and set the visibility to “Template application within the space”.
    • If it shows “Public template application”, try searching the template by name in the Template Center to see if it appears as a public template.

Hope this helps — let us know if you still can’t find it after trying these steps.

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Thanks @Thea, appreciate the help.

So the icon is the same (the 4 droplet type icon).

I am certain that I published it with the ‘Template application within the space’, I checked the docs prior to publishing to ensure the correct setting was used.

When I click Republish, I see ‘Template application within the space’ as the current visibility and version number 1.0.1 pre-filled.

When I published originally, I did select ‘Publish Data’ as true. If that is relevant.

Thanks!

Hi @log, thanks for sharing the details. Could you try selecting “Detach from template” on the folder first, and then publish it again?

Let us know if the issue still persists after that.