Template integrations

In Template integrations you can view, edit, and delete the list of templates created in the form builder.

Click on a template title to Edit the template. In the dialog box, you can edit the following:

• Integration title

• Description

• Category association

• Associated products

• Organization association

  

Considerations

• You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

• Currently template integration only integrates with InEight Change tasks.

• You can only edit and delete integration templates at the organization level.

• You cannot add new integration templates in this section.

Steps

To open Template integrations, see steps to access organization level settings in Settings overview.

Edit a template

1. Click the Templates Integration title. The Edit template integration dialog box opens.

2. Complete your edits, and then click Save.

Related topics

Template Integration