Entity templates allow you to apply a specific set of information to new or existing entities. To apply templates to entities, see Apply an Entity Template. To make changes to a template, or manage all the entity templates in your account, see Manage Entity Templates.
Create an Entity Template
- Navigate to Knowledge Graph > Configuration and click the Entity Templates tile (under the Entity Management section).
- Click the Create Template button.
- Fill out the Basic Info section of the Create Template flow.
- Enter the Template Name.
- (Optional) Select the language — if you don't select a language, the template will be created in your account's default language.
- (Optional) Change the ID — an ID will be automatically generated from the template name.
- (Optional) Enter an internal description to explain what the template is for.
- Click Add Template.
- On the Configure Fields section, choose how you want to populate your template:
- To add fields to your entity template from scratch, click the Select Entity Type(s) dropdown menu and choose the type or types of entities you want your template to apply to.
- To copy field values from an existing entity that already has the field values you want to use, click Copy data from an existing entity.
Follow the steps in the next sections based on the method you chose to populate your template.
Add Fields From Scratch
- After selecting your entity type(s), add fields to your template by clicking the checkboxes in the left sidebar.
- Click into each field and enter the field value that you want your template to apply to entities. Click Save to save each field value.
- Your template is automatically saved when you save individual field values.
- Your template is automatically saved when you save individual field values.
Copy Fields From An Existing Entity
- Click Copy data from an existing entity. From the modal, select the entity whose field values you want to copy.
- Select the fields whose values you want to copy to your template. When finished, click Select Fields.
- Click the x icon to close the modal. You'll see the selected fields added to your template, populated with the current field values of the entity you chose to copy.
- If you want to change any of the field values, click into any field, modify the value, and click Save on the field.
- Your template is automatically saved — if you choose not to edit any field values, you can leave the screen at any time.