{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["availability","callout","faq","faq-item","partial"]},"type":"markdown","userRole":"Users, Editors, and Admins","accountType":"All accounts","plan":"All subscription plans"},"seo":{"title":"Edit a template and apply changes across Databoards","description":"Maintain consistency and save time by updating a template once and applying changes across multiple Databoards without manual edits.","siteUrl":"https://help.databox.com","llmstxt":{"title":"Databox Knowledge Base","description":"Databox is a business analytics platform that consolidates data in one place, enabling real-time performance tracking and insights by mixing and matching data from various sources for a comprehensive view.","details":{"content":"This knowledge base covers everything from account setup and integrations to building Databoards, creating custom metrics, and using AI-powered features."},"sections":[{"title":"General","includeFiles":["docs/general/*.md","docs/general/visualization-types/*.md","docs/general/templates/*.md"],"excludeFiles":[]},{"title":"AI","includeFiles":["docs/ai/*.md"],"excludeFiles":[]},{"title":"Account Management","includeFiles":["docs/account-management/**/*.md"],"excludeFiles":[]},{"title":"Databoards","includeFiles":["docs/databoards/**/*.md"],"excludeFiles":[]},{"title":"Data Management","includeFiles":["docs/data-management/**/*.md"],"excludeFiles":[]},{"title":"Metrics","includeFiles":["docs/metrics/**/*.md"],"excludeFiles":[]},{"title":"Forecasts","includeFiles":["docs/forecasts/*.md"],"excludeFiles":[]},{"title":"Goals","includeFiles":["docs/goals/*.md"],"excludeFiles":[]},{"title":"Reports","includeFiles":["docs/reports/*.md"],"excludeFiles":[]},{"title":"Notifications","includeFiles":["docs/notifications/*.md"],"excludeFiles":[]},{"title":"Pricing and Billing","includeFiles":["docs/pricing-and-billing/*.md"],"excludeFiles":[]},{"title":"Mobile","includeFiles":["docs/mobile/*.md"],"excludeFiles":[]},{"title":"Support","includeFiles":["docs/support/*.md"],"excludeFiles":[]},{"title":"Integrations","includeFiles":["docs/integrations/**/*.md"],"excludeFiles":[]}],"hide":false,"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"edit-a-template-and-apply-changes-across-databoards","__idx":0},"children":["Edit a template and apply changes across Databoards"]},{"$$mdtype":"Tag","name":"Availability","attributes":{"users":"users","accounts":"all","plans":"all"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["When you edit an account template, you can apply those changes to Databoards that were created using that template. This ensures consistency across all Databoards and reduces the time spent updating each one individually."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"edit-a-template","__idx":1},"children":["Edit a template"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To edit a template and apply changes across Databoards:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Go to the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://app.databox.com/databoards/account-templates"},"children":["Databoards > Account Templates"]}," page."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Hover over the template you want to update and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Make the necessary changes to the template layout, visualizations, or settings."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Update Databoards"]}," at the top right."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the Databoards you want to update with the new template changes."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Review the changes and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Select"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Confirm by clicking ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Yes, update"]}," in the confirmation dialog."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Callout","attributes":{"type":"caution"},"children":["Applying template changes will overwrite the selected Databoards with the new structure and visualizations, so review the changes carefully before confirming."]}]},{"$$mdtype":"Tag","name":"Faq","attributes":{},"children":[{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Can I apply template changes to any Databoard in my account?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No, changes can only be applied to Databoards that were originally created from the template."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Can I revert template changes after they're applied?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No, once changes are applied, they cannot be undone. If unintended changes occur, you will need to manually adjust the affected Databoard."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Will changes made to a public template affect existing Databoards?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No, changes made by the Databox team won't affect Databoards that were previously created from these templates."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Will changes made to Databoards affect the original account template?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No, any edits made to individual Databoards will only apply to those specific Databoards. To edit the original account template, you must edit it directly."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[" "]},{"$$mdtype":"Tag","name":"Cards","attributes":{"columns":4,"cardMinWidth":160},"children":[{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Ask Genie","icon":"genie","to":"https://app.databox.com/genie","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Get instant answers or help with your data using the in-app AI assistant."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Talk to an expert","icon":"assistance","to":"https://meetings.hubspot.com/databox-meeting/account-management","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For customers: Get help with your setup, strategy, or making the most of Databox."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Book a demo","icon":"eye-open","to":"https://meetings.hubspot.com/databox-meeting/ref-knowledge-base","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["New to Databox? See how it works and get guidance on getting started."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Send an email","icon":"help","to":"mailto:help@databox.com","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Reach out to support for help with your account, data, or technical issues."]}]}]}]},"headings":[{"value":"Edit a template and apply changes across Databoards","id":"edit-a-template-and-apply-changes-across-databoards","depth":1},{"value":"Edit a template","id":"edit-a-template","depth":3}],"frontmatter":{"slug":"edit-a-template-and-apply-changes-across-databoards","seo":{"title":"Edit a template and apply changes across Databoards","description":"Maintain consistency and save time by updating a template once and applying changes across multiple Databoards without manual edits."},"keywords":{"includes":["edit template","update template","how to edit a Databox template","apply template changes to multiple Databoards","update Databoards from template Databox","bulk update dashboards from template","Databox template consistency"]},"metadata":{"userRole":"Users, Editors, and Admins","accountType":"All accounts","plan":"All subscription plans"}},"lastModified":"2026-05-27T11:00:17.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/edit-a-template-and-apply-changes-across-databoards","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}