---
title: "Job Templates"
slug: "jobtemplates"
tags: ["job templates", "templates for jobs"]
updated: 2023-09-13T04:11:39Z
published: 2023-09-13T04:11:39Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Job Templates

Admin Content

It is common to need to create jobs that follow a specific structure - attributes, folder structures, pre-defined tasks for a known activity, and so on. It is also very common to require a different pre-defined structure, depending on the type of job. **Job Templates** make this process easy.

A job template is defined from a new or existing job, and one or more [**Match Attributes**](https://help.12dsynergy.com/docs/job-templates#11-match-attributes).

## 1.1. Match Attributes

A template can define one or more attributes, the value of which must be matched to use that specific template. Such an attribute is called a Match Attribute. The value that is assigned to this attribute determines which template job is to be used. Note that Match Attributes are system-level job attributes that are created using the **12d Synergy Administration** application > **System Attributes**tab > **Job Attributes** tab. For example, let’s assume that you have three pre-defined templates - one for administration, one for survey and one for design jobs. How does a user select which job template to use? Let’s assume you already have a list attribute called **Job Type**, which has the following three values.

- Administration
- Survey
- Design

By using this Job Type as a Match Attribute, you will have to select a value from the Job Type list when creating a job. This will result in using the required template for that kind of job.

To use job templates, you must have at least one match attribute per template.

## 1.2. How to Create a Job Template

1. In the **12d Synergy Administration** application, select the **Jobs** tab.
2. Select the **Templates** tab.  
![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-dpv0th6n.png)  
  
Panel A lists all the created Job templates. And panel B lists the system-level job attributes that are being used as Match Attributes.
3. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-phkhuwvq.png) button under panel A.  
A “**New template**” is added to the list of templates in panel A.
4. Select the **New template** from panel A.  
![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-gnfps7g3.png)
5. Enter the name for the template in the **Name** box.
6. Click the ellipsis ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-84gpz4kt.png) button against the **Job** box.  
The following prompt is displayed.  
![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-r9xjr1jl.png)
7. Do one of the following:
  - To create a template from an existing job, click the **Existing Job** option and select the required job from the subsequent windows. The selected job is called a **Template Job**.  
After selecting an existing job as a template, you can make edits if you want by clicking the **Edit** button ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-h3fhfhmt.png)in the **12d Synergy Administration** application > **Jobs** tab > **Templates**tab window.
  - To create a new job template from scratch, select the **New Job** option, create a new job template from scratch, select the **New Job**option.
8. If you want you can [create a naming rule for the jobs](https://help.12dsynergy.com/docs/jobnamingrulesdoc) that will be created using this template, click the **Build** button against the **Naming rule (opt)** box.
9. Enter a description of the job template in the **Description** tab (optional).
10. Select the [**Match Attributes**](https://help.12dsynergy.com/docs/job-templates#11-match-attributes)tab.
11. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-n2migs54.png) button under panel B.  
The **Select an Attribute** window is displayed. All the system-level job attributes are displayed in this window.
12. Select the required attribute that you want to use as a Match Attribute and click the **Select** button.  
The attribute is displayed in the [**Match Attributes**](https://help.12dsynergy.com/docs/job-templates#11-match-attributes) tab (Panel B).
13. Click the **Save** button.  
The template is created.