Create tool templates

In a Companion subscription, data architects can create and edit tool templates to define the tool's formatting, fonts, colors, and default settings.
  1. In the sandbox, click Templates.
  2. Under Tool Templates, do either of the following:
    • To create a new tool template, click New Tool Template, and then choose a template type.
    • To edit a tool template, expand the section the template is in and click the template.
    The tool template opens in the sandbox template editor, which contains only the tool and its associated features. The following image shows a blank value stream map in the sandbox template editor. Notice, the Project Manager and Roadmap are not available.
  3. In the sandbox template editor, create or edit the template. For more information, go to:
  4. Save the template to upload it to the repository.
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