About query templates

Learn more about Ask templates. Work with the template list, and drill into the details of a template.

The template list

The list in the Templates tab gives you an overview of your templates.

Image of a template list entry.

Each entry shows you:

  • The template name and description
  • A primary action that varies depending on the status of the template

Image of the menu for sorting the template list in Ask in Xero HQ

You can sort the list by template name or date created, in either ascending or descending order.

Menu icon

Your choices when you click the menu icon Xero HQ menu icon depend on the status of the template.

For published templates:

  • Edit template details - Update the template name and description.
  • Copy template - Create a new, draft template based on this template.
  • Delete template - Delete the template and remove it from the list. Queries based on the template remain unchanged.

For draft templates:

  • Copy template - Create a new template based on this template.
  • Delete template - Delete the template and remove it from the list.

Action button

The primary action varies depending on the status of the template.

For published templates the action is Use template, which creates a new query based on the template.

For draft templates the action is Publish, which makes the template available for use by everyone in your practice.

Template details

Click an entry in the list to see more information about the template, as well as the questions and sections in the template.

For published templates you can:

  • View the template details
  • Preview the template
  • Create a new query based on the template
  • Edit, copy, or delete the template
  • When you edit a published template, Ask changes the status of the template to draft and removes it from use by everyone in your practice until you publish it again.

For draft templates you can:

  • Change the template details
  • Add or reorder questions
  • Preview the template
  • Publish the template
  • Copy or delete the template