# Customizing Templates

## Understanding the Connection Setting in Templates {#understanding-the-connection-setting-in-templates}

Each template includes a **Connection** setting that controls how data is retrieved. There are three modes:

- **Enabled** — Fetches actual data from Intratec. Each request counts against your usage quota.
- **Test** — Returns dummy data for testing purposes. Does not count against your quota (free).
- **Disabled** — No data is fetched. Any existing data in the template is preserved.

!!!secondary
Use **Test** mode when setting up templates to verify your configuration without consuming requests. Switch to **Enabled** when you are ready to retrieve real data.
!!!

## How to Set Your Preferred Currency and Units? {#how-to-set-your-preferred-currency-and-units}

You can customize the currency and units for each assessment in your templates.

1. Open the relevant **Assessment Info** sheet (e.g., intra_commodity_price)
2. Check the **available_units** and **available_currencies** columns for your assessment
3. In your template, set the desired values in the **Currency** and **Unit** rows

!!!secondary
The Currency and Unit values must match the options listed in **available_units** and **available_currencies**. Leave the fields empty to use the default values defined for each assessment.
!!!

![Setting currency and unit preferences in a template](/static/gifs/currency-units-setting-preferences.gif)

## How to Add or Remove Assessments in a Template? {#how-to-add-or-remove-assessments-in-a-template}

**Removing an Assessment**

To remove an assessment from a template, delete the values in the following rows for that column:

- Code
- Connection
- Currency
- Unit

![Removing assessment codes from a template](/static/gifs/add-remove-assessments-removing-codes.gif)

**Adding an Assessment**

1. Open the relevant Assessment Info sheet
2. Copy the assessment code
3. Paste it into an empty column in the template's **Code** row

The new assessment will be included the next time you run **Get Series Values**.

![Adding assessment codes to a template](/static/gifs/add-remove-assessments-adding-codes.gif)