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KB: Managed Server Templates Not Available for Selection in Altium Designer

Updated: 九月 16, 2026
A365 A365
Managed server templates may not be available for selection in Altium Designer. Common symptoms include the Design » Templates » Server option being greyed out in the Schematic Editor or managed BOM templates not appearing in the BOM Report Manager. This issue is typically caused by an incorrect workspace connection, missing or incorrectly configured template items, insufficient permissions, or environment configuration settings that control template availability. Verify the workspace connection, confirm the required templates exist and are configured correctly, review folder permissions, and check whether environment configuration settings are restricting access.

概览

Managed server templates may not be available for selection in Altium Designer. Common symptoms include the Design » Templates » Server option being greyed out in the Schematic Editor or managed BOM templates not appearing in the BOM Report Manager. This issue is typically caused by an incorrect workspace connection, missing or incorrectly configured template items, insufficient permissions, or environment configuration settings that control template availability. Verify the workspace connection, confirm the required templates exist and are configured correctly, review folder permissions, and check whether environment configuration settings are restricting access.
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Solution Details

Managed Templates Are Unavailable

Managed server templates are not listed for selection or application in Altium Designer. The issue may affect schematic templates, BOM templates, or other managed template types stored within a workspace.

Altium Designer schematic editor menu open to Design > Sheet Templates, showing the Server option selected, indicating use of server‑managed sheet templates instead of local templates. Altium Designer Bill of Materials report dialog with Variant Choice panel open. Export Options show File Format set, but Template field lists “No Template,” indicating managed server BOM templates are not available.

Workspace Settings Or Permissions Restrict Access

This issue can occur when the user is connected to the wrong workspace or server, when templates do not exist or are configured incorrectly, when BOM templates are not assigned the BOM Template item type, when access permissions are missing, or when an environment configuration overrides local template settings. Folder permissions may also be inherited from parent folders in the workspace content hierarchy.

Verify Configuration

  • Confirm that the correct Altium 365 Workspace or server is connected.
  • Verify that the required templates exist within Explorer » Managed Content.
  • Confirm that BOM templates are configured as the BOM Template item type.
  • Review user permissions and any inherited permissions affecting the template folder.
  • Determine whether an environment configuration controls template availability.
  • Disconnect from the workspace if local template settings need to be modified.

Recommended Troubleshooting Steps

  1. Check the Workspace Connection
    Ensure you are connected to the correct Altium 365 Workspace or server.

  2. Verify Template Configuration
    Confirm that the BOM templates are correctly configured and recognized as BOM Template items in the Workspace settings.

  3. Review Permissions
    Verify that your user account has access to the BOM Templates folder:

    • Open Explorer
    • Navigate to Managed Content
    • Select the Templates folder
    • Right-click and choose Properties
    • Go to Share
    • Confirm that your account has the required permissions

  4. Re-establish the Connection
    If necessary, disconnect and reconnect to the Workspace or server to refresh template synchronization and local settings.

  5. Check Environment Configuration
    If your preferences and settings are automatically imported when you sign in, your organization may be using Environment Configuration.

    • Check with your Workspace administrator whether templates are managed through Environment Configuration.
    • For more information, refer to the Altium documentation: Environment Configuration Management.

This process typically helps identify configuration, permission, or synchronization issues that prevent BOM templates from appearing or functioning as expected.

Additional Notes

  • When connected to a workspace, managed BOM templates and local BOM templates can both be available within the BOM reporting interface.
  • Local template path settings may not be editable while connected to a workspace or server. Disconnecting may be required before modifying local template preferences.
  • Environment configurations can centrally manage templates, design preferences, layer stacks, and other workspace-controlled settings.

References

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