BrightWork Template Design Sync enables you to make design changes to a template and pull those changes into sites created from that template on a site by site basis. These changes can include adding new items such as lists and list columns and removing certain unmatched items in the destination site.

Unmatched items are items found in the destination site that were not found in the template. This can occur for two reasons:

• The items were removed from the template
• The items were added to the destination site

Sync Site with Template

To sync a site with a template:

1. Click Settings | Site Settings.
2. Click Synchronize with Template.

   Note: The site must be bound to a template for you to continue. If the site is not bound to a template, you will see a message informing you of this. Click the link in the message to configure the site template binding settings and see Configure Template Binding for more information.

   

3. Select the design changes that you want to sync to the site from the template. Note that this may include removing certain items from the site.
4. Click Sync and then click OK to confirm.

Log Settings

Every time you run a Design Sync, a log is written to a list in the destination site. The log details the changes made and includes any warning or error messages.

By default, all changes are written to the list but you can choose to exclude certain kinds of changes by unselecting them from the list:

• Added

• Updated Files

• Deleted

Site Level Changes

With site level changes, the following items are automatically synced:

• Site features
• Site regional settings
• Site custom actions
• Site content types
• Site columns

  Note: Site columns that were created from the Base Columns group or site columns that were sealed will not be removed by the design sync.

• Site Logo URL and Description
• Tree view settings

You can also choose to do a straight replace on the following Navigation items:

• Quick Launch

• Note: Links to subsites will be removed if this option is selected.

  Links under the Recent heading are not included in Design Sync; however, if the Recent heading exists in the template, it is copied.

• Report - Tabs List

You can remove the following unmatched site level items:

• Site Columns
• Site Content Types

You can apply the following template design settings:

• Site Theme
• Master Page Application

Home Page Changes

Select Apply Home Page design to replace the home page in the destination site with the one in the template.

List and Library Level Changes

With list and library level changes, the following items are synced automatically:

• Custom actions
• Content types
• Columns
• Settings
• View changes
• InfoPath or Nintex Forms customizations

You can also choose to remove the following unmatched list and library items:

• Lists and Libraries

  Note: Unmatched lists and libraries are not permanently deleted - they are moved to the site Recycle Bin.

• Content Types
• Columns
• View

  Note: This does not include unmatched list or library views that are being used in list view web parts.

• Forms, including customizations made using InfoPath

Special Library Content

This section describes the special library content you can include in the design sync.

BrightWork Pages Library Options

• Add new BrightWork pages
• Synchronize the web parts on common BrightWork Pages (ie. BrightWork Pages that exist in both the template and project)
• Delete unmatched BrightWork pages
• Log changes to BrightWork Pages

Site Assets Library Options

• Add new site assets
• Delete unmatched site assets

  Note: Common content in site assets libraries is not synced. Common content is defined as files of the same name and type in both the template and the site. This means that if you make changes to a file in a template, these changes will not be synced to the file in the site.

Site Pages Library Options

• Add new Site Pages
• Delete unmatched Site Pages

Project Metrics Items

You can sync project metrics using design sync.

• Add new Project Metrics
• Synchronize the settings of common Project Metrics (ie. Metrics that exist in both the template and project)
• Delete unmatched Project Metrics
• Log all Project metrics changes

The following lists the Metric content that is synced:

Column	Sync	Comment
Title	Yes
Description	Yes
Metric ID	No	Treated like a deletion if changed
Active (Y/N)	Yes
Category	Yes
Metric Number Value	No	Copied only when adding
Apply Metric Value to	No	N/A
Metric Data Source (all details)	Yes
Metric Calculation (all details)	Yes
Include in Metric Recalculation Timer Job	Yes
Metric Value Format (all details)	Yes
Show indicator	Yes
Compare to	Yes
Fixed Number	No	Copied only when adding
Another Metric	Yes
Which is better?	Yes
Comparison is a number Warning Level	Yes
Comparison is a number Danger Level	Yes
Comparison is a Percentage Warning Level	Yes
Comparison is a Percentage Danger Level	Yes
Indicator Icon (path)	Yes
Warning Indicator Icon (path)	Yes
Indicator Icon (path)	Yes

Workflow Sync

SharePoint 2010 and Nintex List workflows can be synced depending on the options selected:

• Add new List Workflows
• Update common List Workflows to a new version
  If a workflow is updated during a sync any instances of the workflow that are running will continue with the workflow version that it started with.
• Delete unmatched List Workflows
  If a workflow is deleted during a sync any instances of the workflow that are running will be cancelled.
• Log all List Workflow changes

The following table illustrates which workflow types are supported and which are not supported:

		Template Design Sync
Workflow Type	New Workflows	Updated Workflows	Deleted Workflows
SharePoint 2010 List Workflow
Nintex List Workflow
SharePoint 2013 List Workflows
Site and Reusable Workflows

The workflow design sync deep dive article contains detail on the scope of this feature.