02. Setting Up A Master Application Template – Best Practice

There can only be one application designated as the Master Application. The Master Template can then be used for cloning new applications going forward. Any changes that are made to the Master Application template are then automatically pushed down to any applications that have been cloned from it. When you push changes to applications they must be unpublished in order to accept the change. The Set Master Application feature allows you to set an existing application as the Master Template.

A Master Application should be used with all External System Integrations.

Setting up a Master Template is only available to Global Admins. The setting for this located in the Manage Site Setting under Administration..

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The Set Master Application feature allows you to set an existing application as the Master Template. There can only be one application designated as the Master Application. The Master Template can then be used for cloning new applications going forward. Any changes that are made to the Master Application template are then automatically pushed down to any applications that have been cloned from it. When you push changes to applications they must be unpublished in order to accept the change.

A Master Application should be used with all External System Integrations.

When you open the Set Master Application the following screen will appear:

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To set a new Master Application simply Select an Application from the dropdown menu of applications and click the Set as Master Application button.

  • To set a new Master Application simply Select an Application from the dropdown menu of applications and click the Set as Master Application button.
  • Click OK to confirm the change:

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*Please note if the system has already been set with a Master Application. Contact your Global Administrator before selecting a different application as the Master Application.

2.1 Using the Master Application Template

If there is not already a master template showing in the Current Master Application, then a Master Application has not been created. If there is a current Master Application, already, then changing it will only push any new changes down to applications that are then cloned from the new Master Application. Any applications that were previously cloned from the prior Master Application, will no longer have any new changes pushed down that are created in the new Master application.

*Please note if the system has already been set with a Master Application. Contact your Global Administrator before selecting a different application as the Master Application.