To edit a template, the template status must be Draft. If you've published a template, you must create a new, draft version of the template to edit. When you're done editing a template, you must publish the template to make the changes affect subsequent projects created using the template.
The following procedure outlines how to revise a template:
- On the dashboard, choose Manage→Templates.
- Locate the template you want to edit. Choose the template name and select Open.
- Navigate to the Overview tab of the template.
- In the Properties pane, choose Actions→Template→New Version. You can modify and add items to the template.
The new version of the template will initially be in the Draft state. While you are working on the new version of the template, the previously published version is still available for users to use and create projects from. To make the changes available to users creating projects, you must publish the new version of the template. This action replaces the old version with the newly activated version.
The following table describes how editing different types of templates affects existing projects created from those templates.
| Editing a Template of This Type... | Affects Existing Projects Created from the Template in This Way… |
|---|---|
Knowledge projects Sourcing projects Contract requests Supplier requests (both internal and external) Supplier qualifications Supplier disqualifications Preferred supplier management category status requests | Editing a template and publishing a new version doesn't affect any projects created with previous versions of the template. When a user creates a project, the system copies template data as it exists in the current template version. Any subsequent changes to the template do not affect projects already in existence. If a user creates a project from a template while you're editing it (you've created a new template version but haven't published it), the system uses data from the last published version of the template. |
| Contract workspaces | By default, editing a template and publishing a new version doesn't affect any contract workspaces created with the previous version of the template by default. However, SAP Ariba Contracts includes an option for updating a contract workspace created from an updated template when the project owner amends the contract workspace. If your site doesn't support upgrading template versions in contract workspaces, contact SAP Ariba Customer Support. |
SPM projects Supplier workspaces | Editing a template and publishing a new version updates all of the projects created with the previous version if you specify that you want to upgrade those projects before you publish the new version of the template. |
Supplier registrations Modular supplier management questionnaires | Editing a template and publishing a new version doesn't affect any projects created with the previous version of the template. Members of the SM Ops Administrator group can perform a separate template upgrade operation to upgrade eligible projects created from previous versions of the template to the current version. |
| Supplier risk engagements | Editing a template and publishing a new version doesn't affect any projects created with previous versions of the template. Members of the Supplier Risk Manager group can make specific engagement projects eligible for upgrade, and then project owners or other users with the appropriate permissions can upgrade the eligible projects. |
Summary
- Editing requires the template to be in Draft status; if published, create a new draft version for changes.
- Publish the new template version to apply changes to future projects, without affecting existing ones.