#267

The Templates section is where your firm sets its own limits and descriptions for the ready-made CNC milling templates. The templates themselves (millings, handles, decorative patterns, standard drillings, etc.) are developed and maintained centrally on our side — your firm doesn’t create them from scratch, but decides how each template will behave for its clients: which part sizes it’s available for, what value ranges the client may pick, and what description the client reads.

Why this matters

  • Protection from orders you cannot fulfill. If a template requires parts of a certain minimum length — the client simply cannot add it to a project on a smaller part. No more «we accepted the order, turns out the machine can’t cut this».
  • Clear rules for the client. When you write your own description for a template and set your own parameter limits — the client sees exactly what you want them to see. No «is this possible?» — everything is spelled out.
  • Alignment with your equipment. The same template can work in different ranges at different firms — at yours, groove depth up to 12 mm; at your neighbour’s, up to 25 mm. Here you record your capabilities.

What you see on the page

At the top — template folder filter (e.g., «Handles», «Decors», «Drillings»). Pick a folder — the table below lists all templates from it.

For each template the table shows:

  • №/id — template number. Useful for support requests («we have a question about template #123»).
  • Name — the canonical template name.
  • Description — your own text about this template. This is what the client sees when picking the template. Click the cell to edit — changes save instantly.
  • Curved left / right / top / bottom — read-only checkboxes. They show whether the template supports being applied to a part edge with a curved contour (this is a technical property of the template, not something the firm changes).
  • Min. long-side size, unedged — the smallest long-side length of the part on which the template will be offered to the client when that side is without edging.
  • Min. long-side size, edged — same, but when the long side has edging (the requirement is usually different — edging needs space).
  • Min. short-side size, unedged — minimum for the short side without edging.
  • Min. short-side size, edged — minimum for the short side with edging.
  • Settings — a sub-table of this template’s parameters (e.g., depth, groove width, diameter, offsets). For each setting: name, your description, «From» and «To» — the allowed range the client may use when filling in the parameter in their project.
  • Hide milling cutter diameter selection — a toggle available for templates where the order form provides diameter selection. When enabled, the diameter selection field is not shown to the client, and the default value set by the manufacturer is used instead. For templates without diameter selection, the toggle is marked as “not applicable”.

How to edit

Editable cells switch to edit mode on click. Type a new value and press Enter (or click outside the cell) — the change saves automatically.

If a column shows the «not applicable» icon — your firm has no overrides for this template (default template settings are used). In that case the cell isn’t editable — the override has to be created on the platform side.

How these settings affect the client

  • The client picks a template in their project → the system checks part dimensions against your «Min. size…» values. If the part is too small, the template won’t appear in the available list or will be flagged as unavailable.
  • If the template has parameters («From / To»), the client’s input fields are constrained to your range. Entering 100 mm when «To = 50» is not allowed.
  • The description you set here replaces the default one in the client’s interface.

Recommendations

  • Walk through every template folder at least once — mark the ones you actually use and set your own limits on them. This is a one-off effort that pays off on every order.
  • Minimum sizes should match your real machine and tooling capabilities, not theoretical ones. Better to decline at the quote stage than to miss a deadline.
  • If a template doesn’t behave as you expect — record its number and contact support: an override or a new parameter may need to be added.