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Creating and Updating Templates

Video Tutorial: Watch the companion video V18: Creating and Updating Templates for a visual walkthrough of these steps.

Overview

This article explains how to create new templates, configure their parameters, update existing templates, and delete templates you no longer need.

Accessing Template Management

  1. Navigate to the More page.
  2. Tap Template.

The template management page displays all your saved templates and provides options to create, edit, export, and import templates.

Creating a New Template

Step-by-Step Instructions

  1. On the template management page, tap the + button.
  2. A new template opens with all configurable options.
  3. Tap the name field at the top.
  4. Enter a descriptive name (e.g., "Conference Room Standard" or "Classroom 30min DLH").
  5. Tap OK to save the name.
  6. Configure each parameter section (see below).
  7. Tap Save when complete.

Your template is now stored locally and ready to apply.

Configuring Template Parameters

Motion Sensor Settings

Parameter Options Notes
T1 Time value or Skip Primary hold time
T2 Time value or Skip Warning phase duration
Dim Level Percentage or Skip T2 brightness
Sensitivity Percentage or Skip Detection responsiveness
Mode Occupancy, Vacancy, or Skip Auto-on behavior

Daylight Harvesting Settings

Parameter Options Notes
Strategy Soft, Mild, Aggressive, Custom, Skip Response profile
Min Dim Percentage or Skip Lowest DLH level
Delay Time Seconds or Skip Wait before dimming
Speed Value or Skip Dimming rate

Photocell Settings

Parameter Options Notes
ON Threshold FC value or Skip Turn-on light level
OFF Threshold FC value or Skip Turn-off light level

Understanding "Skip"

When a parameter is set to Skip, that setting is not changed when the template is applied. Use Skip to:

  • Preserve existing settings for certain parameters
  • Apply only specific settings while leaving others alone
  • Create focused templates for particular features

Adding Scenes to Templates

Templates can include pre-defined scenes:

  1. In the template editor, tap Add Scene.
  2. Configure the scene name and settings.
  3. Define light levels for the scene.
  4. Save the scene.

When the template is applied to a group, these scenes are created automatically for that group.

Adding Schedules to Templates

Templates can include automated schedules:

  1. In the template editor, tap Add Schedule.
  2. Configure schedule name, timing, and actions.
  3. Define what happens when the schedule triggers.
  4. Save the schedule.

When the template is applied, these schedules are created for the group.

Updating an Existing Template

Step-by-Step Instructions

  1. On the template management page, tap the template you want to edit.
  2. The template opens for editing.
  3. Modify any parameters as needed.
  4. Add or remove scenes and schedules.
  5. Update the name if appropriate.
  6. Tap Save to store your changes.

Important Note

Updating a template does not automatically update devices that already had the template applied. To push new settings, you must reapply the template to each group.

Deleting a Template

  1. On the template management page, locate the template to delete.
  2. Swipe left on the template row.
  3. Tap the Delete button.
  4. Confirm deletion.

Deleted templates cannot be recovered. Consider exporting important templates as backup before deleting.

Naming Best Practices

Approach Example
Space type + key feature "Conference Room DLH Soft"
Function + timer "Classroom 30min T1"
Location standard "Building A Standard"
Version number "Open Office v2.1"

Good names help you quickly identify the right template and document what it contains.

Best Practices

  1. Test before rollout: Apply template to one group first, verify settings, then deploy widely.
  2. Document your templates: Keep a record of what each template contains and where it's applied.
  3. Use Skip strategically: Only configure settings you want to standardize.
  4. Version your templates: When updating, consider creating a new version rather than overwriting.
  5. Export regularly: Back up important templates by exporting them.

Quick Reference

Action Steps
Create template More → Template → + → Configure → Save
Edit template More → Template → Tap template → Modify → Save
Delete template More → Template → Swipe left → Delete
Add scene In template editor → Add Scene → Configure → Save
Add schedule In template editor → Add Schedule → Configure → Save

Based on Keilton+autani App User Guide v9.7