Saving a dialog as a template

Sponsor Administrators can save components of an activity as a template to use in future activities. Using templates can be a time-saving shortcut when you design activities. You can save an activity component as a template any time after it is defined and saved.

Use this task to save a dialog as a template for future use in an activity definition. To create a new template from the beginning, see Creating a UI dialog template or Creating an API dialog template.
  1. Sign in to the PEM Portal as a Sponsor Administrator.
  2. Select Activities.
  3. Locate the activity definition with the dialog you want to save, and click the arrow in the Actions column. Select Edit.
  4. Go to the dialog you want to save.
  5. Right-click the dialog and select Save As Template.
    Note: If you attempt to save a dialog that is not defined (that is, the dialog does not have any content yet), the system displays an error message.
  6. Enter a name and description for the template and click Save.
    The template is saved.