A product template is a collection of product attributes used to control which dynamic fields are available on products and product categories. The template acts as a configurable "form" for attribute data.
The attributes in a template can be organized into groups (field groups) so they are presented clearly. The order of both groups and individual attributes can be controlled directly from the edit screen. Attributes can also be marked as visible in the webshop.
Sapera prevents deletion of a template that is in active use. The system actively checks usage via an API call before deletion and shows a specific error message that states exactly which contexts (Products or Product categories) are blocking the deletion.
From the hamburger menu in the top left corner of Sapera, open Financial. In the left menu select Product templates.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
The list shows all templates with three columns: System name, Display name and Product fields. The Product fields column shows a comma-separated overview of the system names of the enabled attributes in the template, sorted by order and then display name. If there are no enabled attributes, "None" is shown.
New: Creates a new product template. The edit screen opens, and you can fill in master data and attach attributes. The action is always available.
Edit: Opens the edit screen for the selected template. Requires that a template is selected.
Delete: Deletes the selected template. Requires that a template is selected. Before deletion, Sapera performs an active lookup to check whether the template is in use. If it is used by Products or Product categories, an error message is shown that states exactly which contexts are blocking, and the deletion is prevented. If the template is not in use, it is deleted and the list is reloaded.
Double-click a row opens the edit screen directly.
The edit screen contains master data at the top and two side-by-side panels below: Field groups on the left and Product fields on the right.
The buttons Save and close and Cancel are available at the top. Sapera validates the master data before the changes are saved.
System name: A unique technical name for the template. Used for identification during import and integration. The field is required. The system continuously (asynchronously) validates whether the system name is already in use on another template and, if so, shows the error message "Another template already has the same system name".
Display name: The name shown for the template in Sapera, e.g. on product categories and in a product's settings dialog. The field is required. The system continuously (asynchronously) validates whether the display name is already taken and, if so, shows the error message "Another template already has the same display name".
Field groups are used solely to organize the product fields visually — they have no content of their own beyond a Display name.
The display name is edited directly inline in the grid cell by clicking the row. There is no separate input dialog for groups.
The display name must be unique within the template's own groups.
Add (plus icon): Adds a new empty group. A new row is inserted at the bottom of the list with focus ready for inline naming. The action is always available when the edit screen is open.
Move up / Move down (arrow icons): Changes the order of groups. Requires that a group is selected.
Remove (cross icon): Removes the selected group from the template. Requires that a group is selected. When a group is removed, its reference is automatically cleared from all the product fields in the template that were attached to the group — the fields remain in the template but no longer have a group.
The product fields make up the actual content of the template. The list shows four columns for each field: System name, Display name, Field group and Visible on WebShop.
System name and Display name are read-only and are fetched from the underlying product attribute.
Field group and Visible on WebShop can be edited directly inline in the grid cell.
Add (plus icon): Opens the "Add product fields" dialog with a list of available attributes. Attributes already attached to the template are automatically filtered out and not shown. The action is always available when the edit screen is open.
Move up / Move down (arrow icons): Changes the order of product fields in the template. Requires that a field is selected.
Remove (cross icon): Removes the selected product field from the template. Requires that a field is selected.
System name: Read-only. The system name of the underlying product attribute. This is the name shown in the preview column on the list page.
Display name: Read-only. The display name of the underlying product attribute.
Field group: Optional. Dropdown of the template's own field groups. Indicates which field group the attribute belongs to within this template. Edited inline in the grid cell.
Visible on WebShop: Yes/No. Indicates whether the attribute and its value should be shown in a webshop context. Edited inline in the grid cell.
The dialog shows a list of the product attributes that are not yet attached to the template. Attributes that are already attached are automatically filtered out before the dialog opens.
At the top of the dialog the text "Select product field:" is shown. The list shows the system name of each available attribute. Select one or more attributes by checking the checkbox next to them — you can add multiple attributes at once. Confirm with Save, or cancel with Cancel.
Product templates is the definition screen. The templates are used in the following places:
Product categories: In the edit screen for a product category, up to three templates can be attached via the fields Template (templateId), Variant template (variantTemplateId) and Instance template (instanceTemplateId). The template is inherited by all products in the category. The variant template is used for product variants, and the instance template is used for product instances (typically serial number items).
Products individually: Each individual product can override the category setting via the product's Settings dialog, where the same three fields (Template, Variant template and Instance template) can be set directly on the product independently of the category.
Deletion of a template is blocked if it is in use by either Products or Product categories.
If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Product fields
Create and manage custom product fields (attributes) that can be attached to product templates and thereby inherited by products.
Setting up products
This quick guide walks through how Sapera's product design works with inheritance from categories, and how you customize individual product settings.
