When you download the standard package from Abakion, you can choose to apply only the templates that belong to a specific area. This guide walks you through how to filter and apply the templates from the general area, so you only bring in what you actually need.
You apply templates from the Global Master Template Package under Setup. Use a filter on the template area to narrow down the list to the general templates.
You only need to mark the normal templates. The sub templates are added automatically when you apply a normal template.
After you apply the selected packages, the templates get the status Pending Approval. This means they are not yet released and not in development. You handle that as a separate step.
Applying templates from the general area only
Once you have downloaded the standard package from Abakion, you may want to apply only the templates that cover the general area rather than everything in the package.
To do this, go to Setup and open the Global Master Template Package. Here you will see several template areas listed together. Since you only want the templates from the general area, you need to filter the list.
Open the filter and set a filter on the template area to General. This gives you a clean view of all the templates that belong to the general area, without anything else getting in the way.
Marking and applying the templates
With the filtered view in place, you mark the templates one by one. You only need to mark the normal templates. The sub templates are handled automatically. When you apply a normal template, its sub templates are added along with it in the normal view.
Once all the normal templates are marked, press Apply Selected Packages. This applies all the selected templates into the system.
Template status after applying
After you apply the templates, they all get the status Pending Approval. This means they are not released and not in development yet. Approval is a separate step that you handle afterwards.
Q&A
How do I apply only the general templates from the Abakion standard package?
Open the Global Master Template Package under Setup, set a filter on the template area to General, then mark the normal templates and press Apply Selected Packages.
Do I need to mark the sub templates as well?
No. You only mark the normal templates. The sub templates are added automatically when you apply a normal template.
What status do the templates have after I apply them?
They get the status Pending Approval, which means they are not released and not in development yet. You handle the approval as a separate step.