Create PaCE templates for the PaCE policy forms that you use frequently.

Before you begin

Role required: sn_pace.admin

Procedure

  1. Navigate to Templates > All Templates.
  2. Select New.
  3. In the Create New Template form, fill in the fields.
    Table 1. Create New Template form
    FieldDescription
    Name Name of the policy template.
    Document type Select a document type for the table of items for the template to be applied to.
    Template type Template type organized by category. Template types enable you to select a category, if you have multiple types of policy templates. You can create a template type by following these steps:
    1. Navigate to Templates > Template Type.
    2. Select New.
    3. Fill in the Name and Description field.
    4. Select Save.
    The type can be selected from the Template type field.
    Description Additional details for this template.
    Is low code Select this check box if the policy template will be written in low-code.
    Note: You can switch to the code editor from low-code when you create the conditions, but you’ll be unable to switch back to low-code.
    Create New Template form.
  4. Select Save.
    By default, when you create a template it’s inactive and it will be filtered out on the New policy page. You can select the inactive filter box on the New policy page to see the inactive template.
  5. Select the Template Builder tab and fill in the conditions in the Policy logic section, then Save.
    For more information about the parameters and condition fields, see the Passing parameters to PaCE policies and Policy logic condition fields topic.

What to do next

Before you activate your template, you can create a policy to test the template.
  1. Navigate to Policies > My Policies.
  2. Select New.
  3. Select Preview on the template that you created to see if the information is correct.
  4. Select Save.
  5. Select the template that you want to create a policy with, then Create.
  6. Fill in the fields, then select Save.
  7. Select the new draft of the policy and select the Test Playground tab to test the policy.
  8. When you're finished, navigate back to Templates > All Templates. Select the template that you tested, then Activate.

If you make any updates to a template, it won’t affect previous policies that you created using the template.