Saving a template

When you save a template, the template file is updated in the Axiom Software file system.

To save a template:

On the Axiom tab, in the File Options group, click Save.

NOTE: Saving data to the database is ignored for plan templates. Even though templates have Control Sheets with save-to-database processes enabled, those processes are intended to be used in the resulting plan files, not the template. In order to test the save-to-database settings in a template, you must build a plan file from the template and then perform the save. Although Save > Save File Only is available in templates, it has the same effect as the default Save.

Save validations

The following validation checks are made when you save a template:

The save process checks to make sure no sheets in the file have been manually protected. If a protected sheet is found, Axiom Software informs you that the protection will be removed before saving and asks you if you want to continue. To protect sheets, you must configure the sheet protection on the Control Sheet instead of manually applying protection.
The save process checks for any cross-file links in the file. If any are found, a warning message is displayed with the details of where the links are located. The save is not prevented, but we strongly recommend removing these links before saving. Cross-file links are not supported, and are very likely to break and cause issues in the resulting plan files.

In most cases these links are inadvertently created from copying and pasting content from another file. In this case the links should be updated to locations within the current file or removed as appropriate.
The save process checks the used range of the file and warns you if it goes out to column XFD. Using the entire column range of the spreadsheet can cause issues with calc methods and other features. In virtually all cases, this situation is accidental rather than intentional, and simply needs to be corrected.

Saving a copy of a template

You may want to save a copy of a template to use as a starting point for a new template, or to keep it as an "archive copy" (in case you want to return to an earlier version of the file later). To do this, you can use Save As (Repository) to save a copy of the file within the template folder for the file group, or to a different location. You can also use Axiom Explorer to create a copy of the file. For more information, see Managing files using Axiom Explorer.

NOTE: Use caution before saving "archive copies" of templates within the template folder for the file group. Keeping unused files in this folder can lead to confusion when setting up template assignments for plan files, and when resolving template validation issues.

If necessary, you can use Save As (Local File) to save a copy of the file "offline". You might do this so that you can import the file into another Axiom Software system, or so that you can send the file to Axiom Software Support for troubleshooting.