Exploration Templates
Exploration Templates control the field layout shown when creating an exploration. They work the same as Test Case Templates but apply to Exploration Fields instead of Test Case Fields.
Key differences from Test Case Templates
| Test Case Templates | Exploration Templates | |
|---|---|---|
| Applies to | Test cases | Explorations |
| Tab | TEST CASES | EXPLORATIONS |
| Fields used | Test Case Fields | Exploration Fields |
| STEPS type | Supported (Test Case Fields only) | Not supported (Exploration Fields exclude STEPS) |
| Deletion impact | Cases reassigned to default template | Explorations reassigned to default template |
STEPS fields are not available in exploration templates. Exploration Fields do not include the STEPS type. If a field was defined as STEPS in the Fields module, it will not appear as an option when adding fields to an Exploration Template.
The template list
The EXPLORATIONS tab in Admin → Templates displays all exploration templates with the same columns as test case templates: Name, Projects, Enabled, Default, and Actions (Edit, Delete).
The default template
Every workspace has exactly one default exploration template. It is auto-selected when a user opens the Create Exploration form, cannot be deleted, and is always enabled. To change the default, set another enabled template as default first.
How templates work with fields
Exploration templates reference Exploration Field definitions from Admin → Fields → Exploration Fields. When you add a field to an exploration template, you configure:
| Setting | What it does | Applies to |
|---|---|---|
| Required | Whether the field must be filled before the exploration can be saved | All field types |
| Default Value | Pre-populated value shown to the user when the template loads | All field types |
| Options | Override the global option list with a template-specific list | DROPDOWN, MULTI_SELECT |
Fields in an exploration template are displayed alphabetically. There is no drag-and-drop reordering.
Project assignment
Exploration templates support the same project assignment as test case templates — All Projects (default) or Selected Projects. The default exploration template is always available in every project regardless of assignment.
Create an exploration template
- Click New Template on the EXPLORATIONS tab.
- Enter a Name for the template.
- On the TEMPLATE tab, add fields by selecting from the workspace's Exploration Fields. For each field, configure its required state, default value, and any option overrides.
- On the PROJECTS tab, choose All Projects or select specific projects.
- Click Save.
Enable and disable
Toggle the Enabled switch on the template row. Disabled exploration templates show as "(Unavailable)" in the exploration creation form. Existing explorations using a disabled template are unaffected — the template is only unavailable for new explorations. Re-enabling restores availability immediately with no data loss.
Prefer disabling over deleting. A disabled template preserves all existing exploration data and can be re-enabled at any time.
Delete an exploration template
Deleting an exploration template is permanent. All explorations using it are reassigned to the default exploration template, and field values for fields not included in the default template will be permanently lost.
Deletion causes data loss. Deleting an exploration template reassigns all its explorations to the default template. Any field values for fields not present in the default template will be permanently deleted. Consider disabling the template instead.
The default exploration template cannot be deleted. Set another template as default first.