template-info.json Attributes

The template-info.json file is the main file that describes the template. It includes or references all the information required to create a downstream app.

Attribute	Required	Description
`name`	Yes	The unique developer name of the template. If changed, it creates a new template; if it's changed to an existing template `devName`, it overwrites the existing template.
`label`	Yes	The template name visible to users in the Analytics template picker and wizard.
`description`	No	The template description. Shown in the app creation wizard template picker.
`icons`	No	Three icon types are available: `templateBadge`, `appBadge`, and `templatePreviews`. If images are stored as static resources and the org uses a namespace, specify a `namespace` attribute for each icon.
`tags`	No	Array of tags used in template search and shown on template details page.
`assetVersion`	Yes	Refers to the numbered API version to use when creating Analytics assets, such as dashboards, datasets, XMDs, and dataflows. Recipes are always on the current API version. To update this version, see Update an Existing Template.
`releaseInfo`	Yes	Container attribute only.
`releaseInfo` → `templateVersion`	Yes	The version of the template, tracked for the upgrade process. Calling wave/templates PUT automatically increments this number, but it can be changed manually as well. The format is `##.##`, although it's a string.
`releaseInfo` → `notesFile`	No	A template dev defined HTML file to describe new release details. Basic HTML formatting is supported, but not links or javascript. Defaults to using the template description as release notes if file isn't specified.
`rules`	No	Container attribute only - can contain 1 or more rule file definitions (loaded first to last and order matters for dependencies).
`rules` → `type`	Yes, if `rules` is used.	`appToTemplate` applies rules when updating the template from the source app (Rest API PUT call). `templateToApp` applies rules when creating an app from a template.
`rules` → `file`	Yes	Path to the rules file.
`templateType`	Yes	Can specify either `app`, `embeddedapp`, `data`, or `dashboard`.
`uiDefinition`	No	Path the `ui.json` file.
`variableDefinition`	No	Path to the `variables.json` file.
`folderDefinition`	No	Path to the `folder.json` file.
`autoInstallDefinition`	Yes for auto-installed templates, No for templates that use the configuration wizard	Path to the `auto-install.json` file. Only specify this file for auto-install templates.
`readinessDefinition`	No	Path to the `orgReadiness.json` file.
`apexCallback`	No	Container attribute only. Registers an Apex class that runs on wizard load, app create, and app upgrade. The Apex class examines the org and sets variable values. For example, the Sales Analytics template uses an Apex class to check whether the org uses the Products object. If it doesn't, the `has_product` variable is set to `no`.
`apexCallback` → `namespace`	Yes, if `apexCallback` is used and org uses namespace.	The namespace for the org, if it has one. Required for Apex classes in the development org or packaged with the template.
`apexCallback` → `name`	Yes	The name of the Apex class to be used.
`customAttributes`	No	Specifies information describing your template in the app creation wizard, such as Salesforce objects used or notable features. Takes a label and an array of values.
`dashboards`	No	Container attribute only. Array of dashboard JSON files to be used, can be empty if there are no dashboard files.
`dashboards` → `file`	Yes, if `dashboards` is used. Otherwise no.	Path to the dashboard file.
`dashboards` → `label`	Yes, if `dashboards` is used. Otherwise no.	The dashboard label. Must match the "label" attribute in the dashboard file
`dashboards` → `name`	Yes, if `dashboards` is used. Otherwise no.	The dashboard name. Must match the "name" attribute in the dashboard file.
`dashboards` → `condition`	No	If condition is met, then the dashboard is created in the app; if the condition isn't met, the dashboard isn't created. Can include `Overrides`, which are defined in `variables.json`. See Complex `variables.json` Variable Types.
`dashboards → overwriteOnUpgrade`	No	Indicates if asset is overwritten during the reset/upgrade process. Uses `Always`, `IfDifferent`, `Never`, or an expression that evaluates to one these values. Case sensitive. Example: `"overwriteOnUpgrade": "${Variables.DontOverwriteQuota ? 'Never' : 'IfDifferent'}",`
`lenses`	No	Container attribute only - array of dashboard JSON files to be used, can be empty if there are no dashboard files.
`lenses` → `file`	Yes, if `lenses` is used. Otherwise no.	Path to the lens file.
`lenses` → `label`	Yes, if `lenses` is used. Otherwise no.	The lens label. Must match the "label" attribute in the lens file.
`lenses` → `name`	Yes, if `lenses` is used. Otherwise no.	The lens name. Must match the "name" attribute in the lens file.
`lenses` → `condition`	No	If the condition is met, then the lens is created in the app; if the condition isn't met, the dashboard isn't created. Can include `Overrides`, which are defined in `variables.json`. See Complex `variables.json` Variable Types
`lenses → overwriteOnUpgrade`	No	Indicates if asset is overwritten during the reset/upgrade process. Uses `Always`, `IfDifferent`, `Never`, or an expression that evaluates to one these values. Case sensitive. Example: `"overwriteOnUpgrade": "${Variables.DontOverwriteQuota ? 'Never' : 'IfDifferent'}",`
`eltDataflows`	No	Container attribute only – array of dataflow JSON files to be used, can be empty if there are no dataflow files.
`eltDataflows` → `file`	Yes, if `eltDataflows` is used. Otherwise no.	Path to the dataflow file.
`eltDataflows` → `label`	Yes, if `eltDataflows` is used. Otherwise no.	The dataflow label. Must match the `sourceLabel` attribute in dataflow file.
`eltDataflows` → `name`	Yes, if `eltDataflows` is used. Otherwise no.	The dataflow name. Must match the `name` attribute in the dataflow file.
`eltDataflows` → `condition`	No	If condition is met, then the dataflow is created in the app; if the condition isn't met, the dataflow isn't created. Can include `Overrides`, which are defined in `variables.json`. See Complex `variables.json` Variable Types
`eltDataflows` → `overwriteOnUpgrade`	No	Indicates if asset is overwritten during the reset/upgrade process. Uses `Always`, `IfDifferent`, `Never`, or an expression that evaluates to one these values. Case sensitive. Example: `"overwriteOnUpgrade": "${Variables.DontOverwriteQuota ? 'Never' : 'IfDifferent'}",`
`recipes`	No	Container attribute only – array of recipes JSON files to be used, can be empty if there are no recipe files.
`recipes` → `file`	Yes, if `recipes` is used. Otherwise no.	Path to the recipe file.
`recipes` → `label`	Yes, if `recipes` is used. Otherwise no.	The recipe label.
`recipes` → `name`	Yes, if `recipes` is used. Otherwise no.	The recipe name.
`recipes` → `condition`	No	If condition is met, then the recipe is created in the app; if the condition isn't met the recipe isn't created. Can include `Overrides`, which are defined in `variables.json`. See Complex `variables.json` Variable Types
`recipes` → `overwriteOnUpgrade`	No	Indicates if asset is overwritten during the reset/upgrade process. Uses `Always`, `IfDifferent`, `Never`, or an expression that evaluates to one these values. Case sensitive. Example: `"overwriteOnUpgrade": "${Variables.DontOverwriteQuota ? 'Never' : 'IfDifferent'}",`
`externalFiles`	Yes	Container attribute only - array of external files, CSV and descriptive files, to be used, can be empty if there are no external files.
`externalFiles` → `file`	No	Path to the CSV file.
`externalFiles` → `name`	Yes, if `externalFiles` is used. Otherwise no.	The externalFile name.
`externalFiles` → `rows`	No	The number of rows to stub out in the dataset created from the CSV, before data upload. If not specified, defaults to 5. By default, a file has 5 rows until the user uploads their own version of the file.
`externalFiles` → `schema`	No	Path to the schema file (describes the format of the data)
`externalFiles` → `userXmd`	No	Path to the user XMD file (describes the display format of the data).
`externalFiles` → `type`	Yes	Must be `CSV`.
`externalFiles` → `condition`	No	If condition is met, then the external file is created in the app; if the condition isn't met, the external file isn't created. Can include `Overrides`, which are defined in `variables.json`. See Complex `variables.json` Variable Types
`externalFiles` → `overwriteOnUpgrade`	No	Indicates if asset is overwritten during the reset/upgrade process. Uses `Always`, `IfDifferent`, `Never`, or an expression that evaluates to one these values. Case sensitive. Example: `"overwriteOnUpgrade": "${Variables.DontOverwriteQuota ? 'Never' : 'IfDifferent'}",`
`datasetFiles`	No	Container attribute only – array of SFDC dataset to be used, can be empty if there are no SFDC dataset.
`datasetFiles` → `userXmd`	No	Path to the user XMD file, if it exists.
`datasetFiles` → `label`	Yes	The dataset label.
`datasetFiles` → `name`	Yes	The dataset name.
`datasetFiles` → `condition`	No	If condition is met, then the dataset is created in the app; if the condition isn't met, the dataset isn't created. Can include `Overrides`, which are defined in `variables.json`. See Complex `variables.json` Variable Types
`datasetFiles` → `liveConnection`	No	The container attribute for Snowflake connection live dataset settings.
`datasetFiles` → `liveConnection` → `connectionName`	Yes, if `liveConnection` is used. Otherwise no.	The connection name for the Snowflake connector. This name must match the developer name of the connector in the consumer org.
`datasetFiles` → `liveConnection` → `sourceObjectName`	Yes, if `liveConnection` is used. Otherwise no.	The Snowflake source table name.
`imageFiles`	No	Container attribute only: array of app images to be used.
`imageFiles` → `label`	Yes, if `imagesFiles` is used. Otherwise no.	A label for the image.
`imageFiles` → `name`	Yes, if `imagesFiles` is used. Otherwise no.	The image name.
`imageFiles` → `condition`	No	If the condition is met, then the image is uploaded into the app; if the condition isn't met, the image isn't uploaded.
`imageFiles` → `namespace`	Yes, if org uses a namespace.	Includes reference to namespace for static resources, for example `${Org.Namespace}`.
`extendedTypes`	No	Add extended type to a template.
`extendedTypes` → `discoveryStories`	No	Add Einstein Discovery story extended type to template. Uses `label`, `name`, `file`, `condition`. See Add an Einstein Discovery Story to an Analytics Template
`templateDependencies`	No	Array of other templates the template is dependent on. See Share Analytics Assets Between Apps
`templateDependencies →`name``	Yes, if `dependencies` is used. Otherwise no.	Developer name of the template.
`templateDependencies →`namespace``	No	Namespace of the org, if used.
`templateDependencies →`templateVersion``	No	Number of the template version.
`templateDependencies →`condition``	No	Condition in which to include this dependency.
`components`	No	Container attribute only. Array of dashboard component JSON files to be used, can be empty if there are no dashboard components files.
`components` → `file`	Yes, if `components` is used. Otherwise no.	Path to the dashboard component file.
`components` → `label`	Yes, if `components` is used. Otherwise no.	A label for the dashboard component.
`components` → `name`	Yes, if `components` is used. Otherwise no.	The dashboard component name.
`components` → `condition`	No	If the condition is met, then the dashboard component is created in the app. If the condition isn't met, the dashboard component isn't created.

Icon type details:

templateBadge defines the small icon that appears in the app picker and at the top of the template details window. Don't use file extension with name attribute, for example "learn", not "learn.png".
appBadge defines the icon shown by Analytics Studio for the app after creation. Must be "1.png" through "21.png". Use file extension with name attribute, for example "16.png", not "16"
templatePreviews defines preview images displayed on the template details window during the app creation process. Supports multiple images. Don't use file extension with name attribute, for example "preview_education", not "preview_education.png". Name of the icon image must use all lower case letters.

Example namespace attribute for appBadge:

"appBadge": {
    "name": "15.png"
    "namespace": "${Org.Namespace}"
}

important: Make sure the Apex class can be accessed by users in the organization with Manage Analytics Templated Apps user permission. Otherwise, trying to create an app from your template results in an error. In Setup, go to Apex Classes, click Security next to the class, then add the profile with the Manage Analytics Templated Apps user permission.

Example customAttributes value:

customAttributes" : [
  { "label" : "Features",
    "values" : ["CUSTOM OBJECTS", "MOBILE READY"]
  },
  {"label": "Salesforce objects",
  	"values" : ["ACCOUNT","PRODUCT","LEADS","CASES"]
  }],

See Also