Creating a Version of a Template (Managed Package)

For the managed package runtime, to make minor edits and switch between active versions, create a version of a template.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

Creating a version of a template creates an exact copy of the template with a version equal to the latest version number plus one. For example, if the name of your card layout template is trng-card-canvas-3x-zones-slds the first version is trng-card-canvas-3x-zones-slds (Version 1), the next is trng-card-canvas-3x-zones-slds (Version 2), and so forth.

Important
Important

To assign a template to a component, one version of the template must be active, and only one version of a template can be active at a time. For example, in the Cards Designer, to assign a card layout template named trng-card-canvas-3x-zones-slds to a card layout, activate one version so that it displays in the Template dropdown.

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Note
Note

To learn best practices and how versioning works throughout the Vlocity Cards Framework, see Cards Framework Versioning (Managed Package).

To create a version of a template:

  1. Go to the Vlocity Templates tab, click to expand a template, and click a version to open.
    Note
    Note

    If the template is a Vlocity base template, it cannot be versioned. You must clone the template instead, or clone then create a version. See Cloning a Template (Managed Package).

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  2. Click Create a Version.
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