Loading and Saving

Opening an Existing Template

After selecting a project, the Templates window opens up.

Items on this form are colour-coded.

Orange: Templates attached to the specific project that has been selected.
White: Templates attached to a configuration pack.
Green: Templates that have been produced using the QuickSave feature. Quick Save logs can be used as a backup. Each log can be saved up to ten times.

Select a template and press the Open button for it to open (Open button activates only after a template has been selected).

Loading in a Template File

To load a template file that has been produced in a different installation of OpenGround Cloud click the Load button. Template Studio will then request an '.hbt' file (OpenGround Cloud Template) and will then load this template into Template Studio.

Loaded Templates are not saved to your OpenGround Cloud system until you save them in the Template Studio interface.

Saving Templates

There are two options for saving a template: QuickSave and Save.

QuickSave

The Quick Save button saves without asking for any further information. This option can be used to quickly save information before a change or to ensure that no progress will be lost. It can be equated to a manual version of the Autosave feature in Microsoft Office products.

This option saves a HBT file to a location on the local machine. This location can be located by browsing through to the System section on the ribbon and choose Save | Settings. (See image below).

On the Quick Save Setting Form, the number of QuickSaves stored can be changed (Default is 5 but up to 10 can be saved).

After reaching the maximum number of QuickSaves Template Studio starts saving using the first number (e.g., If the default is set to 5, the files would be called QuickSave1, QuickSave2, QuickSave3, QuickSave4, QuickSave5, and then overwrite QuickSave1, QuickSave2 etc.)

This form also displays the location on the local machine that QuickSave is using. You are not able to change this location.

Save

You can save the template by following the steps below.

The Save Options form can be displayed by clicking on the Save icon on the Ribbon.
There are three options available when saving a template:
Local File – This allows you to create an '.hbt' file (These are the files that can be loaded with the Load button on the Templates Form). This option is available to all users.

Note: Work can be undertaken on a standalone version of the Template Studio and with the above procedure, a '.hbt' file can be created that can be loaded later into a network environment.

Current Project - This will save the template so it appears on the Templates Form but will only be accessible for this project. If this option is selected, then the template is saved within the OpenGround Cloud database. This option is only available to users with System Administrator or Project Manager status for the selected project.
Configuration Pack - This will save the template, so it appears on the Templates Form for all projects that have used the selected configuration pack. If this option is selected, then the template is saved within the OpenGround Cloud database. This option is only available to users with System Administrator access. You can only save a Template to the selected Projects Configuration Pack.
If Current Project or Configuration Pack is selected, then a name will need to be given to the template.
Click Save to save the template

Once a template has been completed, it can then be closed by pressing the Close button. Once closed the Templates Form will be displayed to allow for selection of a new template.

If the same Template is loaded from the Templates menu and you wish to save it again after making any changes you will only be able to save back into the Configuration Pack

You should keep Log names Unique when saving. Template Studio will prompt you to change the name of the Log in the following circumstance:

Loading a Log from a file and attempting to save the log with the same name as a log that already exists in the projects configuration pack but, saving it to the current project. You will see an information dialog confirming the name is currently in use and do you want to overwrite the existing table. If you select yes, the following validation error message will be displayed

In this circumstance, you will need to either.

Rename the File and continue with saving to the Current Project.

Keep the name of the file but save to the Configuration Pack, which will overwrite the existing log.