How to Edit a Custom Extraction Template

Updated on

Oct 19, 2023

This article describes the custom templates editing process. 

Click Edit for the required custom extraction template:

  • in the extraction templates list on the extraction templates page
  • in the list of the available templates on step 2 of extraction order creation flow.

Here you see the settings that you specified when creating the template. The differences from the custom template creation flow are:

  • You can not edit the following fields:
  • ~Data source
  • ~Pre-fill settings from existing extraction templates
  • If you need to change the template name REMEMBER, that it must be unique for the same agency and connector

Important: changes in the template scheduling settings CAN’T affect existing extraction orders created based on this extraction template.

After making all the necessary changes, you can click the Save button to finish the custom template editing process and save a new custom template. If you need to discard changes, click the Cancel button. In both cases, you will be redirected to the page where you started this process.

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How to Edit a Custom Extraction Template


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