Publish a custom template

Prerequisites

• You have created a custom template. For more information, see Create a custom template.

Procedure

1. In the custom template list on the Open Platform, find the template that you want to publish. In the Actions column, select request to publish from the dropdown menu.

2. In the Publishing Scope dialog box, configure the template's visibility.

   • visibility: Determines who can view and use the template. You can select Internal, Template Marketplace, or Specified Tenants. The Internal option is available by default. To enable the Template Marketplace and Specified Tenants options, contact Quick BI support.

   • Case Center (Public Access): In addition to accessing the Template Marketplace while logged in to Quick BI, users can also access a public version of the marketplace. For more information, see Public Template Marketplace. Specify whether to display this template in the public version of the Template Marketplace.

   Configuration steps vary depending on the selected visibility.

   Visibility	Description
   Internal	Use case: Select this option if the template is for internal use only. As an internal asset, the template cannot be published to the Case Center by default. Instructions: Click OK to publish the template. No review is required. Members of your organization can then find and use the template on the Internal Templates tab of the Template Marketplace.
   Template Marketplace (Requires activation by Quick BI)	Use case: Select this option to make the template available to all Quick BI users. As a public asset, you must choose whether to publish it to the Case Center for desktop and mobile. Instructions: Click OK. Read the Template Upload Agreement, confirm that you agree to the terms, and click OK to submit the template for review. The template becomes non-editable. Contact Quick BI support to initiate the review. After approval, the template will be available on the relevant category tabs in the Template Marketplace.
   Specified Tenants (Requires activation by Quick BI)	Use case: Select this option to make the template available only to specific users. In the tenant ID input box, enter the IDs of the target tenants. Separate multiple tenant IDs with commas. You must also choose whether to publish the template to the Case Center for desktop and mobile. Instructions: Click OK. In the dialog box that appears, read the Template Upload Agreement. Confirm that you agree to the terms and click OK to submit the template for review. The template becomes non-editable. Contact Quick BI support to initiate the review. After approval, the specified tenants can find and use the template on the relevant category tabs in the Template Marketplace.

Publication workflow

If you set the visibility to Template Marketplace or Specified Tenants, the template enters the In Review status after you submit it. A template passes through several statuses: Pending Publication, In Review, Published, Rejected, and Unpublished. You can track the current status in the status column of the custom template list. The following table describes each status and the corresponding actions.

Status	Description	Actions
Pending Publication	The template has been created, but it has not been submitted for publication and its visibility is not configured.	Edit template content: Click the icon to modify the template's content, such as its style and layout. Edit template properties: Click the icon to modify the template's properties, such as its name and tags. Request to publish: From the dropdown menu, select request to publish to configure the template's visibility and start the publication process. Delete template: From the dropdown menu, select Delete Template to delete the template.
In Review	The request to publish the template is under review. You can contact Quick BI support to check the review status.	The template is locked and cannot be edited.
Published	The request to publish the template is approved. The template is now available based on the configured visibility.	You cannot edit a published template. To modify its content, you must first unpublish it. Request to unpublish: From the dropdown menu, select request to unpublish. The template's status changes to Unpublished.
Rejected	The template was rejected because it did not meet publication standards. It now requires modifications.	View revision suggestions: Hover over the icon next to the status to view revision suggestions. Edit template content: Click the icon to modify the template's content, such as its style and layout. Edit template properties: Click the icon to modify the template's properties, such as its name and tags. Modify visibility scope: Click the icon to change the template's visibility settings. Resubmit for publication: After making the required changes, select request to publish from the dropdown menu to resubmit the template. Delete template: From the dropdown menu, select Delete Template to delete the template.
Unpublished	The template has been unpublished from the Template Marketplace.	Edit template content: Click the icon to modify the template's content, such as its style and layout. Edit template properties: Click the icon to modify the template's properties, such as its name and tags. Request to publish: From the dropdown menu, select request to publish to configure the template's visibility and restart the publication process. Delete template: From the dropdown menu, select Delete Template to delete the template.

Next steps

• After the template passes the review process, it becomes available within its configured scope. The target audience can then view and apply the template from the corresponding tab in the Template Marketplace. For more information, see View and apply a template.