Creating a study object from a template
To create a study element, study event, form, item, codelist, codelist item, or mapping from a template, you search for the template in the Libraries Browser and then copy it into your study or library.
A study object created from a template inherits the characteristics of the template but has no history link to the template. Therefore, changing the template does not affect the study object, and the reverse is also true.
- Open a study or library, and make sure a library, study, or other study object (but not a library project or study project) is selected.
- Select the Libraries Browser.
- To search by title, RefName, or description of the study object, type text in the Enter search text field.
- To include categories, keywords, and libraries as parameters:
- Click the double down arrows (
) next to the Search Filter. - Optionally, select the Categories tab, and select one or more categories.
- Optionally, select the Keywords tab, and select one or more keywords. For more information about categories and keywords, see Categorization of study objects.
- If you are in a study project, select the Libraries tab, and select the libraries to search. You must select at least one library. This step is optional if you are in a library project.
The parameters you select appear in the field below the Search Filter.
Note: For more information about narrowing your search using template categories, see About searching for a template or type.
- Click Find.
The Central Designer application performs a search based on your search criteria.
- In the Libraries Browser, select a template from the search results, and drag it to the appropriate location in the Project Explorer.
A new study object is created in the Project Explorer from the template. The new study object has the same name as the template but is editable.
- Type a name for the study object, and press Enter.
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