Yes, customized Templates can be hidden from the Template dropdown.
An administrator can navigate to the Admin Center and manage options from the Template Editor section (Reusable Library & Templates > Template Editor).
Within this section, customized templates include an “eye icon” button. Clicking this button toggles the visibility of the template in the Worksheets page template dropdown menu. This functionality allows administrators to streamline the user experience by displaying only relevant templates related to customized options.
Can a template be deleted?
No. Templates can't be deleted. To remove a custom template from use, an administrator can:
- Hide it with the eye icon, as described above, or
- Deactivate it: in the Template Editor, open the template's three-dot menu and select Deactivate. The template moves to the Inactive tab, and you can bring it back at any time with Activate.
System Default templates can't be edited or deactivated. In their menu, Edit is replaced by View, and Deactivate is greyed out. Use Duplicate to make an editable copy.
Is there a separate Process Flow template?
No. The Process Flow, PFMEA and Control Plan share one Core View template, and DFMEA worksheets have their own templates. To choose which worksheet a column appears in, open the column's Settings and use Display in on the Properties tab.
Can I move a column?
Yes, in a custom template:
- In the Template Editor, open the template's three-dot menu and select Edit.
- Click the three-dot button on the column heading and select Settings.
- On the Arrangement tab, drag the column to its new place under Review (Drag to Reorder).
Note: A column can only be moved among the columns under the same parent heading. Only user-created columns can be moved under a different heading, using Parent Column on the Arrangement tab. To show extra information next to a system column in another section, add a user-created column and set its Parent Column.
Can't find a template?
Templates are in the Admin Center under Reusable Library & Templates > Template Editor. If a template is missing from a worksheet's template dropdown, check whether it has been hidden with the eye icon or moved to the Inactive tab. Custom templates that were based on an AIAG & VDA PFMEA Form E (Alternative) template were moved to the Inactive tab when the Form E templates were retired in release 3.0.5.