# Experiment Templates ## Overview **Templates** are designed to streamline the process of creating experiments and feature flags. By using templates, you can quickly set up experiments with pre-configured settings, avoiding the need to start from scratch each time. This not only speeds up the process but also ensures consistency and quality across all experiments and feature flags. ## Benefits of using templates * **Speed**: Create experiments and feature flags faster by using pre-configured and approved settings. * **Ease of Use**: Simplify the process by eliminating the need for all users to understand the more technical aspects of the experiment setup. * **Consistency**: Ensure all experiments and feature flags follow a standardized setup, improving overall quality and alignment. ## Permissions ### Permissions for creating and managing templates Permissions to create, edit, and archive templates can be granted to certain roles. To grant permissions to create and manage templates: * Navigate to **Settings > Roles** and edit the role you want to grant the permissions to. * In the list of permissions, open **Template** and select the actions you want the role to be able to perform. ### Creating experiments or feature flags from scratch or from templates Roles can be granted the ability to create experiments or feature flags either from scratch or from templates: * Navigate to **Settings > Roles** and edit the role you want to grant the permissions to. * In the list of permissions, open **Experiment** (note that experiment permissions also apply to feature flags) and select **Create** if you want the role to be able to create experiments or feature flags from scratch and from templates, or choose **Create from template** (and make sure **Create** is not selected) to allow this particular role to only create new experiments or feature flags from a template. ## Getting started with templates ### Creating a new experiment template If your role has the relevant permission, you should have a **Templates** entry in the menu. * Click on the **Templates** menu item. * Click on **+ Experiment template**. * Fill in the pre-configured values: Go over each page of the experiment template form and set up the pre-configured values for the experiments you want to create from this template. Note that certain fields, like the experiment name, are not editable in the template. * **Save Template**: Click the **Save Template** button and give the template a name and a description. ### Creating a new feature flag template If your role has the relevant permission, you should have a **Templates** entry in the menu. * Click on the **Templates** menu item. * Click on **+ Features template**. * Follow the steps described above for creating an experiment template. ## Managing templates ### Editing or archiving a template Note that only roles with the relevant permissions can manage templates. * **View Templates**: In the menu bar, click on the **Templates** menu item and on **All**. * **Edit/Archive a Template**: Choose the template you want to manage and click on **Edit** or **Archive** depending on the action you want to perform. * **Rename a Template**: Follow the steps above to edit a template, then click on **Save Template**. You can then choose a new name for your template. ## Using a template to create a new experiment * In the menu, click on **Experiments**. * Click on **+ Create from template**. * Choose a template from the list of available templates. * **Customize as Needed**: Although the template provides pre-configured settings, you can customize any specific details to fit the current experiment. ## Using a template to create a new feature flag * In the menu, click on **Features**. * Click on **+ Create from template**. * Choose a template from the list of available templates. * **Customize as Needed**: Although the template provides pre-configured settings, you can customize any specific details to fit the current feature flag. ## Locking fields in templates Template owners have the possibility to lock some fields so they are not editable when the template is used to create an experiment or a feature. For example if you want all experiments using a template to use a 90% confidence level * When editing the template, navigate to Step 5 * Set the confidence level to 90% * Click on the small lock icon next to the label ![Locking the confidence level at 90%](/assets/images/locking-confidence-level-239e3b2437dc571e36a9f35e22cb8ed7.png) The field is no longer editable and all children experiments will have a pre-set 90% confidence level. ## FAQs ### What happens if I need to change the settings of an experiment created from a template? You can customize any specific settings of the experiment created from a template. The template provides a starting point, but all settings are adjustable to fit your current needs. ### What happens if a template changes after it is used in an experiment? Changes will only apply to experiments which have not yet been started (ie: draft ). Running/Stopped/Fullon experiments will not be impacted by the changes to their parent template.