Managing & Troubleshooting Data Templates

Answers to the two most common questions: (1) how to locate, manage, and delete Data Templates (with the right permissions), and (2) what to do if the “Data Template” option is missing when you try to use it.

On this page

• 📘 Overview

• 🧩 Find, manage, or delete a Data Template

• ⚠️ Deletion impact & permissions

• 🛠️ “Data Template” option is missing

• ❓ FAQ

Data Templates define the exact fields (types, units, pick‑lists, translations) that your teams use to capture structured results. Keeping them tidy avoids duplicates and ensures clean reporting.

Use this flow when users ask how to locate templates, update them, or remove them safely.

1. Open Data Templates from the main navigation.

2. Search by Name, ID, Owner, or Tags. Use filters to narrow results.

3. Open a template to review its Details and Usage.

1. Edit when the template is still relevant but needs tweaks (add fields, fix labels, adjust pick‑lists, add translations).

2. Duplicate when you need a variant for a different product/site but want to keep the original intact.

3. Request deletion only if it’s truly obsolete. Deletion is Admin‑only via API; there is no delete option in the Albert UI. See Deletion impact & permissions.

1. Confirm there are no active dependencies in Usage (recent tasks, reports, or automations relying on it).

2. If dependencies exist, coordinate with owners to migrate to another template (update task templates, reports, etc.).

3. Submit a deletion request to an Admin with the template ID, owner, and a brief impact note.

4. Admin performs deletion via API. There is no delete option in the Albert UI.

5. Notify affected teams and update any task templates/reports to the replacement.

Understand who can delete and what happens to downstream data.

1. Only Admins can delete Data Templates, and only via the API.

2. There is no delete option in the Albert UI. Request deletion from an Admin or support with the template ID and justification.

1. Historical task records remain, but you will lose the ability to reuse the deleted template in new tasks.

2. Task templates, shortcuts, or automations referencing the deleted template will no longer function until updated.

3. Reports that pivot on the template’s ID may need to be adjusted to the replacement template.

🤝 Admins can contact their Albert representative or support for assistance with deletions or migration planning.

If users cannot see or select a Data Template where they expect it, walk through these checks.

1. Permissions: The user lacks access to view or use Data Templates.

2. Scope: The workflow/page supports templates only in certain contexts (e.g., creating a specific task type).

3. Filters: Active filters hide templates by owner, location, or tags.

4. Template state: Template is confidential/restricted or archived by policy.

1. Clear filters in the Data Templates list and search by full or partial name/ID.

2. Try from a known‑good entry point (e.g., the task creation flow that supports attaching templates).

3. Ask an owner/admin to confirm the template isn’t confidential to another team or location.

4. If missing for all users, verify no org‑wide policy recently changed visibility.

1. Have the user open a template they can see. If none are visible, they likely need access granted.

2. Admins can add the user to the appropriate group/role or share the specific template.

3. If still blocked, contact support@albertinvent.com with the user email and template ID.

Deletion is performed by Admins via API. Recovery depends on your organization’s retention policy and will require Admin approval and Albert Support intervention.

No. Existing task data remains. You’ll only lose the ability to reuse that template going forward.

Duplicate the current template, make changes, pilot with a small team, then switch your task templates to the new version.

Need help or a migration plan? Contact support.