Manage templates

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How-to guide

With Investigations Investigations, you can use templates as a framework for investigations, helping you kick off new ones faster and saving you from manual repetitive work.

Templates to which you have access are listed on the main page of Investigations Investigations, in the Templates section.

You can see your five most recently used templates in the quick access menu next to Investigation which is available on all Investigations Investigations pages.

See below for the main use cases.

Save investigations as templates

You can create a template from an existing investigation. You have two options.

On the main page of Investigations**, select Investigations.
Select the menu for the respective investigation.
Select Save as template.

Create investigations from templates

You can use an existing template to create the initial content for a new investigation.

To create an investigation

On the main page of Investigations, select Templates.
Select the menu for the respective template.
Select New investigation.

There are also other options to create an investigation, such as

From the quick access menu next to Investigation
From the Template editor panel that opens when you want to edit a template

Edit templates

You can edit templates that are owned by you.

On the main page of Investigations, select Templates.
Select the template you want to edit.

This opens the Template editor panel, allowing you to modify template elements such as queries, nodes, timeframe, or evidence. Changes are saved automatically.

You can share any templates owned by you in read-only mode. You have the following options:

Allow everyone in your environment to view your template
Give access to specific users or groups to view your template
Create a link allowing anyone you share it with to view your template

To share a template

On the main page of Investigations, select Templates.
Select the menu for the respective template.
Select Share.
In the Share template panel, select one of the available options.

Download and upload templates

You can download any template you have access to and add it to your incident playbooks, save it elsewhere for backup, or upload it to another environment to use it as a boilerplate.

To download a template

On the main page of Investigations, select Templates.
Select the menu for the respective template.
Select whether you want to download the template as an investigation or template, then select Download.

You can upload a template as a template or investigation (select Upload on any page of Investigations Investigations, make your choice, then select Confirm).

Duplicate templates

You can duplicate any template you have access to. This creates a copy of the original within the same environment and can be helpful in various scenarios, such as editing a copy of a template shared with you in read-only mode.

On the main page of Investigations, select Templates.
Select the menu for the respective template.
Select Duplicate.