---
schema_version: "1"
id: f97faa862d2d97fcf76ba4e6fb149f02a6e994835bdcbb71779c5bcb463e007c
title: Create an App Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_build_app_template_from_workspace.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_build_app_template_from_workspace.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 59c1ca557d34f6e35401ab8e03f837d4bf064e903878e81a920dcf631e5cb76c
description: App templates bundle assets from one or more Tableau Next workspaces so you can share related insights and data sources.
products:
  - Tableau Next
release: "264"
---
# Create an App Template

App templates bundle assets from one or more Tableau Next workspaces so you can share related insights and data sources.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10237e54">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e54 ">To view, create, and edit Tableau Next templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e54 "><span>Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst</span> permission set</td>

          </tr>
        </tbody>
      </table>

To create an app template in Tableau Next, start from an existing workspace or from the Templates page.

## Create a Template from a Workspace

1. In Tableau Next, open the workspace you want to use for the template.
2. In the workspace menu, click **Generate Template**.
    
    ![The Generate Template action for a workspace.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_templates_generate_template.png)
    
    The generated template contains all supported workspace resources. If an unsupported resource is present in the workspace, the process notifies you and creates the template without that resource.

## Create a Template from the Templates Page

From the Templates page in Tableau Next , click **New Template**.

![The New Template button on the templates page.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_templates_page_new.png)

## Use the Template Builder

1. Enter a name for your template.
    
    ![The Generate Template window to set the template name and description](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_templates_generate_template_modal.png)
2. Click **Generate**.
3. Review the resources on the **Resources** page.
    
    ![The Resources page for a Tableau Next template](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_templates_template_resources.png)
    
    1. Click **Add Resources** to add resources to your template.
        
        ![Add resources to an app template.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_templates_template_resources_modal.png)
    2. Select one or more assets from the list to add as resources to your template.
        
        Supported asset types include workspaces and semantic models. Workspaces can include dashboards, visualizations, metrics, and semantic models.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/images/icon_note.png)
        
        Note Data 360 data lake objects and data models objects aren’t supported.
    3. To add the assets, click **Add**.
4. To add details to your template, open the **Details** page.
    
    The template details include name, version, description, highlights, and tags for target audience and industries. Add up to 5 preview images to showcase your template features.
    
    ![The Details page for a Tableau Next template](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_templates_template_details.png)
5. To see how the template appears to users, click **Preview**.
6. Save the template to share it with other users.
7. To test the template, click **Create App**.
    
    This action installs your template as an app, where you can verify that the template creates assets successfully.

After your template is created, you can add more functionality by creating rules, variables, and a configuration wizard. For more information on additional functionality, see the [App Template Developer Guide](https://developer.salesforce.com/docs/analytics/app-template-framework/guide/atf-feature-overview.html).