Edit or Delete an App Template

Edit a Tableau Next template's details or resources, remove template resources, or delete a template.

Required Editions

View supported editions.
User Permissions Needed
To view, create, and edit Tableau Next templates: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set

When you update app templates, consider the following.

  • If any source assets are deleted, update the template to reflect the removal. Save the template to apply the changes.
  • After an app is installed from a template, updates to the template don't affect installed apps. Only new app installations include the updates.
  • If you delete a template with installed apps, a list of the installed apps appears. Cancel the operation, or proceed to delete the template and all its installed apps.
  1. On the Templates page, select the template you want to update.
  2. To edit the template properties, click Edit.
    The Edit action for a template
    1. Edit your template properties and save.
      The edit dialog for template properties.
  3. Add more resources to your template with Add Resources.
    The Add Resources action for a template

    Resources can be from other workspaces.

  4. To remove a resource from your template, select Remove.
    The Remove action for a template resource
  5. To edit the template details, including preview images, highlights, and tags, open the Details page.
    The Details page for a Tableau Next template
  6. To delete the template, click Delete.
    The Delete action for a template

To edit template processing, such as rules and customization, download the template files.