Template List
The template list is your central hub for managing all procedure templates in RAMP. From here you can browse your template library, create new templates, duplicate existing ones, and quickly navigate to the version editor.
Accessing the template list
Section titled “Accessing the template list”Navigate to Templates from the main sidebar. The template list displays all templates you have permission to view within your current tenant.
Template cards
Section titled “Template cards”Templates are displayed as cards in a responsive grid layout. Each card shows:
- Title — the template name
- Status badges — color-coded chips indicating whether the template has a published version, a draft version, or is deprecated
- Version count — how many versions exist for this template
- Latest version — the highest published version number (e.g., v1.2.0)
- Tags — any tags assigned to the template for categorization
Click on any card to open the template detail view.
Searching and filtering
Section titled “Searching and filtering”Text search
Section titled “Text search”Use the search bar at the top of the page to filter templates by title. The search is case-insensitive and filters results in real-time as you type.
Category filter
Section titled “Category filter”Use the Category dropdown to narrow the list to templates in a specific category. Select “All Categories” to remove the filter.
Context menu actions
Section titled “Context menu actions”Each template card has a three-dot menu icon in the top-right corner. You can also right-click on any card to open a context menu. Available actions depend on your permissions:
| Action | Description | Permission required |
|---|---|---|
| View Details | Open the template detail page | View access |
| Export JSON | Download the template and all its versions as a JSON file | View access |
| Duplicate | Create a copy of the template with a new title | Create Template |
| Delete | Permanently delete the template | Delete Template |
Duplicating a template
Section titled “Duplicating a template”When you duplicate a template:
- Click the three-dot menu on the template card and select Duplicate.
- Enter a new title for the copy (defaults to the original title with “(Copy)” appended).
- Optionally check Include draft versions to copy drafts along with published versions.
- Click Clone to create the duplicate.
You will be redirected to the new template automatically.
Deleting a template
Section titled “Deleting a template”Import and export
Section titled “Import and export”Exporting a template
Section titled “Exporting a template”Export any template to a JSON file for backup or transfer between RAMP tenants:
- Open the context menu on the desired template card.
- Select Export JSON.
- The browser will download a
.jsonfile containing the template definition, all versions, steps, and variables.
Importing a template
Section titled “Importing a template”Import a previously exported template JSON file:
- Click the Import button at the top of the template list.
- Select a valid template JSON file from your computer.
- Review the import preview showing the template title, version count, and step count.
- Optionally change the template title before importing.
- Click Import to create the template.
After a successful import, you can click View Imported Template to navigate directly to the new template.
Restoring from backup
Section titled “Restoring from backup”Click the Restore button to restore a template from a RAMP backup file. This opens a dialog for selecting and restoring backup data.
Real-time updates
Section titled “Real-time updates”The template list updates in real-time via SignalR. When another user creates, modifies, or deletes a template, you will see the changes reflected automatically without refreshing the page.
Deprecation status
Section titled “Deprecation status”Deprecated templates are marked with a red “Deprecated” badge. Deprecated templates cannot be used to create new instances or modified further, but existing instances that reference them remain unaffected. See the template detail page for information on deprecating and undeprecating templates.