For the complete documentation index, see llms.txt. This page is also available as Markdown.

Home and Search

Home is where the work starts. Search. Create. Manage. Audit. Everything you open in the app begins here.

Home is a ServiceNow page in the YouDesign Blueprints scope. What you see depends on your role, ACLs, and table access. Sections and actions you cannot use are hidden. See Roles and Permissions for the full matrix.

Templates

Use this section when you want to start from structure.

You can:

  • browse available templates

  • mark templates as favorites

  • reorder favorite templates

  • expand a template to inspect its tables, relationships, and rules

  • create a new blueprint from a selected template

If you are a Blueprint Template Editor, you can also open Manage Templates from Home.

Blueprints

Use this section when you want to continue existing work.

Each blueprint card shows:

  • the template it is based on

  • the blueprint name

  • the lifecycle status

  • the compliance score

  • current counts for elements and relationships

  • pending changes such as future-state additions or relationship deletions

  • an Open or View action depending on your role

Search on Home

The top search field searches across both templates and blueprints.

Search is useful when you know the name of a template or blueprint but do not want to scroll through long lists.

Press Ctrl+F or Cmd+F to jump straight to the Home search field.

Blueprint filters

Use the filter row above the blueprint list to narrow what you see.

You can filter by:

  • My Blueprints

  • Status

  • Compliance

  • Template

You can also sort the blueprint list by:

  • Recent

  • Oldest

  • A–Z

  • Z–A

These preferences are stored per user, so the app remembers how you like to work.

Favorites

Mark templates as favorites to keep the ones you use most at the top of the list.

Favorites are useful when:

  • your organization has many templates

  • most users work repeatedly with a small set

  • you want important templates to stay at the top

Favorites appear first in the template chooser and can be reordered.

Creating a blueprint from Home

On Home, click New Blueprint to open the Select a Template dialog. Then:

  1. Search by name or filter by Category to find the right template

  2. Click the chevron on a template to inspect its tables, relationships, and rules first if you want

  3. Click the template to create the blueprint

The new blueprint opens directly in the Blueprint Editor.

Managing templates from Home

Manage Templates opens a side panel where you can:

  • search templates

  • filter by template category

  • create a new template

  • edit an existing template

  • rename, duplicate, or delete a template

Opening Auditor from Home

Auditor checks records against a template's rules. Open it from Home to run a compliance spot-check.

When you open Auditor:

  1. choose a template

  2. review the template rules

  3. select elements to audit against those rules

See Compliance and Auditor for the full workflow.

Blueprint card actions

The blueprint menu can include these actions:

  • Present

  • Compliance Overview

  • Commit Changes

  • Rename

  • Duplicate

  • Copy link

  • Share via email

  • Delete

Tips for working on Home

  • Use favorites to reduce template clutter

  • Use My Blueprints when you only want your own work

  • Open Compliance Overview before sharing a blueprint widely

  • Use Present instead of edit mode during stakeholder meetings

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