Work with Project Templates

Uinta includes templates to help you create new projects more efficiently. You can use a sample project template and adjust it to match your project needs, or you can create your own project template. For additional sample templates, contact uintasoftware@junipersys.com.

Open the Templates Screen

The Templates screen displays the templates on which you can base projects. From this screen, you can create new templates and edit/delete existing templates.

To open the Templates screen,

  1. From the Projects screen, open the menu  and select Templates.

The Templates screen displays the available project templates.

Create a Template

To create a template,

  1. From the Templates screen, tap .
  2. Select one of the following options.
Create Template
To Steps
Base the template off a sample template
  1. Tap New Template.
  2. Select the template on which to base the new template.
  3. Edit the name, description, color, and icon.
  4. Tap .
Base the template off an existing project
  1. Tap Existing Project.
  2. Select an existing project on which to base the template.
  3. Edit the name, description, color, and icon.
  4. Tap .
Import a Uinta project database (.db) or template (JSON)
  1. Tap Import File.
  2. Select the file and tap Open.
  3. Edit the name, description, color, and icon.
  4. Tap .

Edit a Template

You can edit a template to fit your project's needs. Customize the template in the same manner that you customize a project. For information on adding, editing, and deleting record types and fields, see Customize a Project.

Edit Template Description

To edit the template details,

  1. From the Templates screen, open the template (or a record within a template).
  2. Tap in the top right corner of the screen.
  3. Edit the name, description, color, and icon.
  4. Tap .

If you are saving the template with the same name, Uinta asks whether you want overwrite the existing template.

  1. Tap Yes to overwrite the template. Tap No to go back and change the template name.
  2. To close the template, tap .
  3. Tap Save.

Delete a Template

To delete a template,

  1. From the Templates screen, select the checkbox next to the template that you want to delete.
  2. Tap Delete in the pop-up menu.

    Uinta confirms that you want to delete the template.
  3. Tap Delete.

Copy a Template

To copy a template,

  1. From the Templates screen, select the checkbox next to the template that you want to copy.
  2. Tap Copy in the Templates pop-up menu.

    Uinta adds the new template to the Templates screen and adds a numeric value to the template name to differentiate the copy from the original. For example, if you copy the template named "Basic," the new template is named  "Basic (1)."

Export a Template

To export a template,

  1. From the Templates screen, select checkbox for the template that you want to export.
  2. Tap Export in the Templates pop-up menu.

The file is exported as a JSON file with the same name as the template. The file manager displays the location of the exported template. 

  1. Close the file manager.

Note: You can change the file name later by locating the template file in the file manager.

Import a Uinta Template

You can import a Uinta template (JSON file) to the Templates screen and make it available as a custom template for new projects.

Note: Uinta version 2.0.0 or later accepts only JSON files created in Uinta version 2.0.0 or later.

To import a template file,

  1. From the Templates screen, tap .
  2. Select Import File.
  3. Locate the JSON template file that you would like to import and tap Open.
  4. Modify the name, description, and identifying color and icon.
  5. Tap .