Templates

The Templates page helps you manage monitored topic templates for your devices. Templates let you define which topics and fields should be tracked for devices, and apply that configuration to one or many devices at once. Use templates to speed up device onboarding and keep monitoring consistent across your fleet.

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What you’ll find on this page

• A list of existing templates with their name, description, number of topics, and creation date.
• A clear indicator for the current default template (the one automatically applied to new devices).
• Quick actions to edit, delete, or apply a template to selected devices.
• Controls to create a new template from scratch or create one from an existing device configuration.

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Creating a new template

To create a new template:

1. Click the Create Template button.
2. Give the template a descriptive name and, optionally, a description so other team members know what it is for.
3. Optionally toggle the “Set as default template” switch if you want this template to be applied automatically to all newly registered devices.
4. Define the topics you want this template to monitor. Each topic entry includes the topic filter (or name), the schema it follows, and the fields you want to track.
5. Click Create Template to save.

Notes:

• Names should be unique and descriptive (for example, “AMR Base Model”).
• If you mark a template as default, it will be used for every new device registered after that change.

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Editing a template

To update an existing template:

1. Find the template in the list and click Edit.
2. Update the name, description, default flag, or the list of monitored topics and fields.
3. Save your changes with Update Template.

If the template’s topics were not previously loaded in the list, the editor will fetch the full template so you can edit all the details.

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Deleting a template

To remove a template:

1. Click Delete on the template you want to remove.
2. Confirm the deletion in the confirmation dialog.

Warning: Deleting a template will not automatically remove configuration already applied to devices. It only removes the saved template from the Templates page.

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Applying a template to devices

You can apply a template to one or more devices from the Devices page.

1. Select the devices you want to configure (from the Devices list).
2. Open the group menu and select the option Assign Template.
3. On the Templates modal, click the Apply button for the template you wish to use.
4. The template’s topic configuration will be applied to the selected devices.

This is useful for bulk-updating device monitoring without editing each device individually.

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Create a template from a device’s configuration

If you already have a device configured the way you want, you can create a template directly from that device:

1. Click From Device.
2. Choose the device whose configuration you want to save as a template.
3. Enter a name and optional description for the new template.
4. Optionally set it as the default template and save.

This copies the chosen device’s monitored topics and field selections into a new template for reuse.

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Default template behavior

• The default template is the template automatically applied to new devices when they are registered.
• Only one template should be marked as default at a time. When you set a new default, it replaces the previous one.
• Existing devices are not changed automatically when you change the default. Use the Apply action to update already-registered devices.

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Tips and best practices

• Use clear, consistent naming to make templates easier to discover (e.g., include device type and purpose).
• Keep templates focused and reusable — create base templates (for common fields) and specialized templates for unique use cases.
• Use the “Create from Device” feature to quickly capture a working configuration and then refine it.

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FAQ

• Can I preview what will change on a device before applying a template?
  At the moment the Templates page applies the configuration directly. If you need to review changes, create a template from the device, edit it as needed, and then apply it to a test device first.
• What happens to device data when I apply a new template?
  Applying a template updates what topics and fields are monitored for a device. Historical data is not deleted, but future telemetry collection will follow the new monitoring rules.

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