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[release-1.6] RHIDP-7542: Template Editor section update (#1184)
* Added the draft * Incorporated Heena's and Lindsey's comments * Minor changes * Minor change --------- Co-authored-by: Priyanka Abel <[email protected]>
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modules/customizing-templates/proc-creating-templates.adoc

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:_mod-docs-content-type: PROCEDURE
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[id="proc-creating-templates_{context}"]
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= Creating a Software Template by using the Template Editor
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= Creating a Software Template by using the Template Editor templates
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You can create a Software Template by using the Template Editor.
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You can create a Software Template by using the Template Editor templates.
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Alternately, you can use the Template Editor to do any of the following actions:
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* *File > Open template directory*
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* *File > Create template directory*
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* *File > Close template editor*
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* Use the *Custom Fields Explorer* button to test custom fields in your `templates.yaml` file
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* View *Installed Actions Documentation*
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.Procedure
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. Access the Template Editor by using one of the following options:
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To create a Software Template by using the Template Editor templates, complete the following steps:
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. In your {product} navigation menu, click *Catalog > Self-service*.
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. Click the overview menu and select *Manage Templates*.
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image::rhdh/template-editor.png[Template Editor]
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** Open the URL `\https://<rhdh_url>/create/edit` for your {product} instance.
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** Click *Self-service* in the navigation menu of the {product} console, then click the overflow menu button and select *Template editor*.
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. Click *Edit Template Form*.
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. Optional: Modify the YAML definition for the parameters of your template. For more information about these parameters, see <<Creating a Software Template as a YAML file>>.
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. In the *Name* field, enter a unique name for your template.
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. From the *Owner* drop-down menu, choose an owner for the template.
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. Click *Next*.
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. In the *Repository Location* view, enter the following information about the hosted repository that you want to publish the template to:
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.. Select an available *Host* from the drop-down menu.
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--
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[NOTE]
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====
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Available hosts are defined in the YAML parameters by the `allowedHosts` field:
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.Example YAML
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[source,yaml]
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----
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# ...
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ui:options:
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allowedHosts:
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- github.com
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# ...
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----
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* The following options on the *Managed Templates* page do not create a software component in your {product} instance:
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** *Template Form Playground*: Use to create and test the `templates.yaml` file
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** *Custom Field Explorer*: Use to test custom fields
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====
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--
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.. In the *Owner ** field, enter an organization, user or project that the hosted repository belongs to.
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.. In the *Repository ** field, enter the name of the hosted repository.
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.. Click *Review*.
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. Review the information for accuracy, then click *Create*.
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. On the *Managed Templates* page, select any of the following options:
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* *Load Template Directory*: Use to load an existing `templates.yaml` file
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** In your local file manager, navigate to the folder where your `templates.yaml` file is stored and click *Select*.
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* *Create New Template*: Use to create a `templates.yaml` file
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** In your local file manager, navigate to the folder where you want the Template Editor to create a `templates.yaml` file and click *Select*.
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.. On the *Template Editor* page, select the `templates.yaml` file.
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.. On the *Fill in some steps* tab, enter text into the required fields and click *Next*.
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.. On the *Repository Location* tab, enter text into the required fields and click *Review*.
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.. Optional: Modify the YAML definition for the parameters of your template. For more information about these parameters, see <<Creating a Software Template as a YAML file>>.
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.. Review the information for accuracy, then click *Create*.
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.Verification
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