Build Board Templates using Qntrl Studio | Online help | Qntrl Studio

Build Board Templates using Qntrl Studio

A Board is a key component in Qntrl from which each process’s automation flow begins. It comprises elements which can create forms to record user inputs, design blueprints to outline the flow of processes, and finally, review the process and publish the board to kick-start the automation.
 
Board Templates come in handy when similar board formats are required to be configured recurrently in the organization. For example, when different boards are created for payroll processes of different teams, a similar board outline is to be recreated each time. To overcome this and save time, Board Templates are introduced. It helps reuse board configurations, eliminating redundant manual effort. Once a board template is installed in the organization, they can be customized to specifically meet the board’s requirement.
 
Qntrl hosts a set of default board templates. Apart from these, users can also create their own templates from Qntrl Studio and host them for public users in Studio Marketplace.
 

Create Board Template

  1. Navigate to Boards in the left panel.
  2. Click Create at the top-right corner.
  3. Enter the template name.
  4. Give a name for the record. Default name will be Card.
  5. Enter the description.
  6. Select a category to list the board.
  7. Select a service to host the board.
  8. Click Create.


 
Once the template details are entered, the board editor opens. Create the form, design the blueprint, and review and publish the board.
 
After this, a draft version of the board is displayed with the associated component details.
Click  next to Developers to add more developers.
Click  next to Images/Videos to add attachments supporting the board.
 

Template Components

Each board template is associated with components such as custom fields, blueprints, stages, email templates, webhooks, custom functions, teams, and roles. 

To create components in a board template,
  1. Navigate to the left panel and select a component name from the list.
  2. Click the button prompting to create a new component. For example, if the selected component is an email template, click the New Email Template button.
  3. Fill in the details and create the component.


 

Edit Board Template

A board’s details as well as the template can be edited. 

To update the board details,
  1. Navigate to Boards in the left panel.
  2. Select a board from the list.
  3. Click Edit Details at the top.
  4. Modify the details and click Update.


 
To update the board template,
  1. Navigate to Boards in the left panel.
  2. Select a board from the list.
  3. Click the Edit Template button.
  4. You can edit the forms and blueprints here. Make the necessary modifications and save the template.

Test Template

Qntrl Studio allows you to test templates in the service environment by creating a sandbox instance of the service.
  1. Navigate to the template to be tested.
  2. Click the Test Template button at the top-right corner.
  3. You will be navigated to a sandbox instance of the service.
  4. Test your template here.


 

Submit Template to Studio Marketplace

If you are looking for a larger audience to host the template, you can submit the template to Studio Marketplace. Here, the templates are listed for anyone on Qntrl to instal and use.
 
Click the Submit to Studio Gallery button. Fill in the template details. After the submission is successful, you will be able to preview the listing. The template goes through a rigorous review before being hosted in Qntrl Marketplace. You can view the status updates from Partner Console.
 


Status

As you progress building your template, the status of the template changes. Here’s a list of statuses:
  1. Draft: Initial created or edited phase of the template 
  2. Incomplete: When the template is submitted to Qntrl Marketplace, but is not complete
  3. Under Review: When the template is submitted to Qntrl Marketplace and awaiting review
  4. Retest: When the template is rejected by Qntrl Marketplace, but you can still make edits to the template based on the review comments and resubmit to Qntrl Marketplace
 

Versions

Every time a new version of the template is published, the version number gets incremented. This update will be visible under your template in Marketplace, allowing users to update to the latest version.
 

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