App Template Export & Import

Objective

App Templates are application frameworks that form the backbone of an application and can be shared among users. The objective of this document is to assist users in creating, exporting, and importing app templates.

Goal

ixHello allows the import and export of custom-made apps in the form of templates so that users can share their apps across platform accounts and organizations. For example, one IT personnel can create an app and can share it to all users across the organization. App templates save time and prevent task repetition. We will proceed with the assumption that the user already has an ixHello platform account and has at least one fully built custom app.

Creating an App Template

The following is a step-by-step guide on how to create an app template from an existing application.

1. On the left navigation menu, expand Apps and select App Templates. Then click Create New Template.

1. The following screen appears. Under Custom App, a dropdown list appears containing all the custom apps available in your account. Select the desired app needed for your template. For modifications, expand the Advanced Options at the bottom.

1. After selecting the Custom Skill, provide a Name and (optional) Description to the template. The bottom checklists (API Datasource, API Methods, etc.) allow the decision for the skill features to be included in the template. For example, if the skill does not contain APL Contents, uncheck all the boxes. By default, all boxes are selected. After making the necessary corrections, click Create Template.

1. After the template is successfully created, the following prompt will appear. Click Manage Templates to return to the App Template page.

1. The App Template can now be used to create an App or shared with other users. It can also be edited or deleted from this screen.

Exporting and Importing App Templates

The following steps show how to export and import an App Template.

1. An App Template is stored as a json file. A user can export the template by clicking the Export button. The file <Template Name>.json will appear in the user's default Downloads folder. This json file can now be shared to other platform users.

1. To import a template, first press the Import Template button.

1. The import Template window open. Press Choose File. A File Selector window will open. Navigate to the desired json file.

1. A File Selector window will open. Navigate and select the desired json file.

1. After selecting the json file, enter the Template Name, (optional) description, and press Save.

1. A new entry will appear in the App Templates list

Creating an App from an App Template

The following steps show how to create an App from an App Template

1. From App > App Template, locate the template that will act as a basis for the new App.

2. Press Create App.

1. Provide App Name and (optional) description. The Selected template value is already populated and read-only. Clicking on Advanced Options at the bottom will open or close a set of checkboxes for components to be included in the new app. If you want the same app as the one that has been exported, leave the items checked (default).

1. Press Create App

1. After selecting the json file, enter the Template Name, (optional) description, and press Save.

1. Two warning windows appear. The first window warns about identical contents in existing Apps

1. The second warning checks for duplicate entities. If none exist, press Next.

1. The last screen allows you to create the new App. Press Submit.

1. Success!

1. The newly created App can be found under Apps > Custom App.