---
title: "Create templates"
slug: "bc-create-templates"
description: "Create and manage templates and connections effortlessly with our step-by-step guide for Business Integration Solutions. Streamline your processes today!"
tags: ["BC", "BIS", "Business Central", "Business Integration Solutions", "Task"]
updated: 2026-06-25T09:59:05Z
published: 2026-06-25T09:59:05Z
canonical: "docs.staedean.com/bc-create-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create templates

## Steps - Create a template using connections

Use these steps to create a new template based on an existing connection.

1. From the **Connections** page, create the structure you want to save.
2. Under the **Actions** menu, select **Save As Template**.
3. On the page that opens, fill in the following fields:

| Field | Description | Editable |
| --- | --- | --- |
| Template Name | Provide a unique code for the new template. If you specify an existing name, the template is overwritten. | ✔ |
| Template Description | Provide a description for the new template. | ✔ |
| Version Date Stamp | The date and time the connection was published, or the current date and time if the connection is in design mode. | ❌ |

![SaveAsTemplate](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/SaveAsTemplate2.png)
4. Select **OK**. The new template appears on the **Business Integration Solutions Templates** page and is ready to use when creating new connections.

The **Business Integration Solutions Templates** page shows the following fields:

| Field | Description |
| --- | --- |
| No. | Template name. |
| Description | Template description. |
| Deployment method | Determines what happens with the template when the app installs or updates. See the table below for details. |
| Version | Template's latest version date stamp. |

| Deployment method | Description |
| --- | --- |
| Manual | The template is not handled by the app install/update procedure. Create connections from it manually. |
| Create | The app install/update procedure handles the template. One connection is created from the template if it does not already exist. |
| Create and Update | The app install/update procedure handles the template. One connection is created from the template if it does not already exist, and all other connections linked to this template are updated. |

![SaveAsTemplate](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/SaveAsTemplate3.png)
5. Templates support several versions of the same connection, based on the **Version Date Stamp** field. View these versions using the **Versions** action from the templates page.

![SaveAsTemplate](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/SaveAsTemplate4.png)
6. The **Export to AL** action creates a template subscriber codeunit based on details from the template. Choose an ID for the codeunit and select **OK**. A file downloads that you can use further.

This subscriber, if included in your app solution, invokes when the app install/update procedure runs.

```plaintext
codeunit 50000 UNIQUETEMPLATE implements BISITemplate
{ 
    ///
    ///This codeunit contains autogenerated code from STAEDEAN
    ///
    local procedure GetConnection(var SourceType: Integer; var ConnectionNo: Code[20]; var ConnectionDescription: Text[100]; var ContentBlob: Codeunit "Temp Blob"; var TimeStamp: DateTIme; var DeploymentMethod: Enum BISTemplateDeployment)
    var
        TICConversion: Codeunit "TIC Conversion Functions";
        Content: Text;
    begin
        SourceType := 11032000;
        ConnectionNo := 'UNIQUETEMPLATE';
        ConnectionDescription := 'Unique template version 1';
        Evaluate(TimeStamp, '<06/29/22 07:22 AM>');
        DeploymentMethod := DeploymentMethod::Create;
        Content := 'Templates content in a base64 format';
        TICConversion.Text2BLOB(Content, ContentBlob);
    end;
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"BIS Product Registration", 'LoadConnectionTemplate', '', false, false)]
    local procedure LoadConnectionTemplate(PackageMgmt: Codeunit "BIS Package Helper")
    var
        TempBlob: Codeunit "Temp Blob";
        SourceType: Integer;
        ConnectionNo: Code[20];
        ConnectionDescription: Text[100];
        TimeStamp: DateTime;
        DeploymentStatus: Enum BISTemplateDeployment;
    begin
        GetConnection(SourceType, ConnectionNo, ConnectionDescription, TempBlob, TimeStamp, DeploymentStatus);
        PackageMgmt.CreateNewTemplate(SourceType, ConnectionNo, ConnectionDescription, TempBlob, TimeStamp, DeploymentStatus);
    end;
}
```

## Steps - Create a connection using a template

Use these steps to create connections based on a saved template.

1. Depending on the solution, open or create:
  - **Connections** for Connectivity Studio.
  - **Notifications** for Notification Management.
  - **Publications** or **Subscriptions** for Replication Management.
  - **EDI Studio Connections** for EDI Studio.
2. Select **New** to create a new connection.
3. On the **Create New Connection** dialog, fill in the following fields:

| Field | Description |
| --- | --- |
| What is the identifier of the connection? | Provide a unique code for the new connection. |
| How do you want to create this connection? | Select **Create from Template** from the dropdown list. |
| Which template do you want to use? | From the lookup, select the template to use for the new connection. |
| Which template version do you want to use? | Defaults to the template's latest version, but you can change it to Anywhere Mobility Solutions other available version using the lookup. |

![SaveAsTemplate](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/SaveAsTemplate.png)

> [!NOTE]
> **Note**
> 
> When you look up a template, notice that templates list according to the solution, for connections, only Connectivity Studio templates are listed; for notifications, only Notification Management templates are listed; and so on.
4. Select **OK**.
5. On the confirmation dialog confirming successful creation of the new connection, select **OK**.

The connection, pipeline, and related documents for the new connection are based on the selected template.

![SaveAsTemplate5](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/SaveAsTemplate5.png)