An asterisk (*) indicates that the template/profile has been modified.

Use the template/profile editor to create new templates and to edit existing templates. The editor contains these tabs:

  • Template/Profile - view and edit template/profile meta-data, such as the name, identifier,  type, and status.
  • Constraints - use a nested view of all elements and attributes from the base standard, and use the constraint editor to add constraints for this template.
  • Preview - view the template/profile as it looks in the final export. As you make changes to constraints, the preview is updated.
  • Validation - view validation messages for the template. Validation messages indicate structural recommendations on constraints (such as primitives and branching). Validation is only updated after saving the template.

Quick Edit

Select "..." and select a template, then select Go to edit it.

View Mode

Choose a role to change way you view the template/profile editor. Template fields are enabled or disabled and editing constraints show or hide fields appropriate to the specified user’s role.

  • Analyst: Modify meta-data about the template/profile and structural information about constraints within the template/profile (add/remove constraints, conformance verbs, cardinality, etc.).
  • Editor: Modify description, notes, and add for the template/profile and the description, notes, and heading information for constraints. This role is primarily focused on publication-related information.
  • Engineer: Modify Schematron fields for constraints.

Save

Save the changes you've made in the template/profile editor. Choose from these options when you save:

  • Save and Continue - save the template/profile and stay in the template/profile editor.
  • Save and Publish Settings - save the template/profile and view Publish Settings for it.
  • Save and List - save the template/profile and view the Browse Templates page.
  • Save and View - saves the template/profile view the Template Viewer.

Note: When you leave the template/profile editor without saving, a confirm window appears.

Cancel

  • Cancel and List - discards changes made to template/profile and view the Browse Templates page.
  • Cancel and View - discards changes made to template/profile and view the View Template page.