iSheet template tips

Linking an iSheet to a template: Yes or No?

iSheet templates may be used in a few ways, and your specific use case will determine whether or not linking is appropriate. Linking iSheets to a template is useful if you need to:

• ensure the exact same iSheet structure is deployed across multiple sites, and
• update multiple iSheets in the same way from a central location.

However, in most cases you will find it more useful to deploy templates that are not linked, as you need the flexibility to make modifications to that iSheet that are specific to a site.

Caution: If you disable the Deleted items view in an iSheet template then all contents of the Deleted items view in all linked iSheets are permanently deleted.

Create a column 'pick list'

Templates that are not linked can also be used as a source of common columns required for different iSheets on sites.  For example, you may frequently require choice columns in iSheets that take some time to configure, such as a US 50 state pick list, or a country pick list.  You could create an iSheet with all of these commonly needed iSheet columns and save it as a template.  Site Admins could deploy the template (not linked) on their sites to make use of the 50 state pick list choice column, for example, and any other columns in the template they need and remove any columns they do not need.  They can add any additional columns required for that specific use case as well.