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Creating and configuring a template

Requires the Admin role.

Where to create it

Go to Settings → Asset Templates. Here you'll find the list of all templates in your Space, with the ability to create a new one, edit it, or delete it.

Template list in Settings

Steps

  1. Click New template and give it a descriptive name (e.g. "Industrial fridge").

Creating a new template

  1. Choose the integration type: Trackle, MQTT, HTTP or Seneca (see Variables and integrations for configuration details of each).
  2. Add the variables you want to monitor: key, type, unit of measure, optional "writable" flag.
  3. Save the template.

After creation you can always come back to the template to:

  • add or edit variables;
  • change the integration configuration;
  • create alarm rules (see Alarm rules);
  • create template dashboards and set which one is the home dashboard (see Dashboard).

Editing an existing template

Changes to a template (new variables, new alarm rules, new dashboards) apply to all assets using it. You can also make these same changes more quickly from an asset's detail page: see Creating dashboards and rules from the asset's detail page.

Deleting a template

Only delete a template if it has no connected assets, or carefully evaluate the impact first: deletion also removes its associated alarm rules and dashboards.