Work with Project Templates

Uinta includes templates to help you create new projects more efficiently. You can use a sample project template and adjust it to match your project needs, or you can create your own project template. For additional sample templates, contact uintasoftware@junipersys.com. Working with project templates is most commonly done in the office using a Windows computer. 

Open the Templates Screen

From the Templates screen, you can create new templates and edit/delete existing templates. Once you have added templates, they will be listed here. 

To open the Templates screen:

  1. From the Projects screen, open the menu  and select Templates.

Create a Template

To create a template:

  1. From the Templates screen, tap .
  2. Select your preferred option.

Create Template
Icon Description Steps

Create a new template based on a sample

Note: The sample templates are available for selection after you tap New Template.

Currently available templates: 

  •  Archaeology
  • Basic
  • Irrigation-Standard
  • Irrigation with Relationships to Controls
  • Irrigation with Relationships to Zones
  • Sub-projects ample
  • Tree Survey example
  • Utilities-Standard
  • Utility Poles
  • Water Utilities example
  1. Tap New Template.
  2. Select the template on which to base the new template.
  3. Edit the name, description, color, and icon.
  4. Tap .

Use an existing project database to create a template. The template created will contain the same record types as the project, including:

  • Fields
  • Conditional logic
  • Relationships
  • Styles
  •  Hierarchy
  1. Tap Existing Project.
  2. Select an existing project on which to base the template.
  3. Edit the name, description, color, and icon.
  4. Tap .
Import a Uinta project database (.db) or a Uinta template (.json) to use as a template. 
  1. Tap Import File.
  2. Select the file and tap Open.
  3. Edit the name, description, color, and icon.
  4. Tap .

Edit a Template

You can edit a template to fit your project's needs. Customize the template in the same manner that you customize a project. For information on adding, editing, and deleting record types and fields, see Customize a Project.

Edit Template Description

To edit the template details:

  1. From the Templates screen, tap the name of the template (or a record within a template).
  2. Tap in the top right corner of the screen.
  3. Edit the name, description, color, and icon.
  4. Tap .

    If you are saving the template with the same name, Uinta asks whether you want to overwrite the existing template.

    • Tap Yes to overwrite the template.
    • Tap No to go back and change the template name.

  5. To close the template, tap .
  6. If prompted, tap Save.

Delete a Template

To delete a template:

  1. From the Templates screen, select the checkbox next to the template that you want to delete.
  2. Tap Delete in the pop-up menu.



    Uinta confirms that you want to delete the template.
  3. Tap Delete.

Copy a Template

To copy a template:

  1. From the Templates screen, select the checkbox next to the template that you want to copy.
  2. Tap Copy in the Templates pop-up menu.

    Uinta adds the new template to the Templates screen and adds a numeric value to the template name to differentiate the copy from the original. For example, if you copy the template named "Basic," the new template is named  "Basic (1)."

Export a Template

To export a template:

  1. From the Templates screen, select checkbox for the template that you want to export.
  2. Tap Export in the Templates pop-up menu.

The file is exported as a JSON file with the same name as the template. The file manager displays the location of the exported template. 

  1. Close the file manager.

Note: You can change the file name later by locating the template file in the file manager.

Import a Uinta Template

You can import a Uinta template (JSON file) to the Templates screen and make it available as a custom template for new projects.

Note: Uinta version 2.0.0 or later accepts only JSON files created in Uinta version 2.0.0 or later.

To import a template file:

  1. From the Templates screen, tap .
  2. Select Import File.
  3. Locate the JSON template file that you would like to import and tap Open.
  4. Modify the name, description, and identifying color and icon.
  5. Tap .