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Creating and Using Templates

Introduction​

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

The field is no longer editable and all children experimemts 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.