Save as template
Save a dashboard, automation, enrichment, feed or table as a template in your library. Pick which of your own values to include; your data, connections and ids are never copied unless you choose to include a value.
2 min read
Save as template keeps something you built as a template in your workspace's library, so you or your team can install it again, or publish it for others.
Pick what to include. Your data, connections and ids are never copied unless you choose to include a value. Installers connect their own.
What a template keeps#
- How things work: a table's columns, a feed's field mapping and schedule, an enrichment's conditions and actions, a dashboard's widgets and an automation's steps.
- What the installer chooses: your bank becomes "a bank", your sheet or database becomes "a place to write to", and an alert's recipients are left empty. Whoever installs the template connects their own.
- Never: your rows, transactions, balances, account numbers, credentials, ids, or where your alerts go.
Shared values#
Some of what you built uses values of your own. For example, a category you made up ("Software"), the text a rule matches (merchant contains "Uber"), a rule's name, or the text a dashboard filter compares with. These are left out by default, because they can name your merchants, payees or clients.
The Shared values section of the save dialog lists each of these values exactly as it is stored, grouped by the item it belongs to. Every box starts unticked.
Include a value
Open Save as template
From the item's menu, choose Save as template.
Review Shared values
Search the list, or use Select all for one item. Tick only values that are safe for anyone who installs the template to see.
Save
Only the ticked values are included. The confirmation tells you how many were included.
What happens when you tick a value:
- It travels as it is. Anyone who installs the template sees it, and so do BankSync's reviewers if you publish it. The template's page says "Includes values chosen by the creator" and lists each value.
- Some values can never be included. A value that holds an email address, a phone or account number, a card number, a password or key, a web address, or an id from your workspace is shown greyed out, and saving with it ticked is refused.
- It can let more of an item travel. An alert, filter or split that matches text of your own can't be saved without that text, because a broader filter would hide the installer's records. Ticking the text lets it be saved. A ruleset is saved whole or not at all, so tick every value its rules need.
With nothing ticked, the template is exactly what it was before this section existed: your values stay home, and the installer is asked for, or sets up, anything that needs them.
With an agent or the API#
blueprints_export (MCP), banksync blueprints export and POST /blueprints/export list the values that can be included in report.candidates, each with a stable id. To include some, send their ids back in includeValues. Nothing is included unless its id is sent.
Related#
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