The Save Template tool allows you to save records such as sites or equips and optional to include their children references, graphics, connectors, logic builder programs/alarms, summaries, o&m manuals, and tuning policies all in one file to reuse as a template. This allows you to save a lot of time without having to rebuild multiple of the same equipment with their graphics and programs etc. Saving a template creates an .fst file.
This is used after you have perfected a sample equip for each type to be able to reuse for similar equips in new projects, then cloning them using the Clone Equipment tool. Or as mentioned towards the end, as Connector Templates.
How to use Save Template
- Expand the Equip tree and select an available site, floor or equip(s).
- Click Save Template.
- The Backup the Following Records dialog box displays.
- Select the items to save as a template.
See the following table for details on each item.
- Click Apply.
- The Confirm dialog box displays.
- Click Yes.
- Choose where to save the template and rename the file, if necessary.
- Once the template is saved, you can select and edit it in the TemplatesTree.
To learn more about this tree, go to the Templates Tree section.
- The .fst file template is saved.
You can then Restore Templates in future projects or look into Connector Templates.
Item | Description |
|---|---|
Children & References | Saves the children and references below the selected level. In our case, saving the equip, points, and any refs associated with the equip such as siteRef, floorRef, ahuRef, and boilerRef. |
Graphics | Saves the graphics found on that target. |
Connected Devices | Saves the Connectors found on the points. |
bLine Programs & Alarms | Saves any programs found on the target, including Alarms if programmed |
O&M Manuals | Saves the O&M Manuals found on the target. |
Summaries | Saves the summaries found in the hierarchy. |
Apply to all child objects checkbox | Click this check box to apply to all child objects. |
Since templates are equip specific and the summaries run on site/floor, make sure when saving a particular type of equip, to not have other summaries of other types of equips created.
Children & References are automatically selected if nothing is selected.