modules

Installing and upgrading templates

How to install a template into your tenant, trial-sandbox it, and accept upstream template upgrades without losing your edits.

6 min read · 2 sections

Install

Open /modules and click "Browse templates".
Pick a template. The preview shows fields, workflow, and a sample record.
Click Install. Choose whether to include sample data (recommended for demos).
You land on the Composer for the new module — edit or publish as-is.

Upgrade a template

When a template publisher ships v1.3 and you are on v1.1, a banner appears on the module settings page. Click Upgrade to open a three-pane diff — left: your current config, middle: v1.3 changes, right: proposed merge. Accept per-change or as a whole.