---
title: "Adding or Editing an Assignment Template"
slug: "adding-or-editing-an-assignment-template"
updated: 2026-07-22T17:04:13Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/adding-or-editing-an-assignment-template"
---

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

# Adding or Editing an Assignment Template

To add or edit an Assignment Template:

1. Access the Assignment Templates list. (See [Accessing Assignment Templates](/v1/docs/accessing-assignment-templates).)
2. To add a new assignment template, right-click within the list and select **New**.

        

OR

        

To edit an existing assignment template, right-click the template you want to change and select **Edit**.

        

This opens the Add (or Edit) Assignment Template window.

        

![EditAssignmentTemplate](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/62921(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A52Z&se=2026-11-14T12%3A19%3A52Z&sr=c&sp=r&sig=tGlymLgRP7yce0%2FLWtXfUSaD1gbtkWUT7UeTSWUxEWI%3D)

        
            

| Name | Name of the assignment template. Maximum characters: 50. Enter the name of the assignment template. |
| --- | --- |
| ID | System-defined numerical identifier of the assignment template rule. |
| Category | Category is used to group browse tags for the rule. |
| Minimum | Minimum number of catalog items the assignment template rule requires during the sale. (For more information, see [Adding or Editing an Assignment Template Rule](/v1/docs/adding-or-editing-an-assignment-template-rule).) |
| Maximum | Maximum number of catalog items that the assignment template rule allows during the sale. (For more information, see [Adding or Editing an Assignment Template Rule](/v1/docs/adding-or-editing-an-assignment-template-rule).) |
| Required Browse Tags | Browse tags used to limit the catalog items to be selected during a sale in OnlineAgent or a quote in Sales Central. |
3. Enter or change the Name of the assignment template. Maximum characters: 50.
4. Click **Apply** to save the information and keep the window open to make modifications.

        

OR

        

Click **Save** to save the information and close the window.
5. Add a new assignment template rule or edit an existing rule. See [Adding or Editing an Assignment Template Rule](/v1/docs/adding-or-editing-an-assignment-template-rule).