Create a Template

From any Open Query, you have the option of saving the query as a template so you can create a new query with the same structure (steps and tasks) later.

To Create a New Template

  1. Open or Compose a new query.

    The Query Definition panel appears.

  2. Update the query as required.

    Steps and tasks are added.

  3. Click File, Save As Template.

    The Save Template As panel appears.

  4. Enter the file name that you want to use for the template and click OK.

    The template is saved.