Template Marketplace

The Template Marketplace is ProBeya's community-driven template exchange. Organizations can publish board templates they have created, discover templates published by others, install them with one click, and leave reviews. It combines an app-store-like browsing experience with enterprise-grade multi-tenant isolation -- published templates are visible to all organizations, but installations create private, tenant-scoped copies.

This feature accelerates onboarding by letting new teams start from proven templates instead of building boards from scratch.

Overview

Building a well-structured SQCDP board, quality control template, or HSE checklist from scratch takes significant effort. Teams that have already solved these problems should be able to share their work, and teams just getting started should be able to benefit from that shared knowledge.

The Template Marketplace solves this with a publish-discover-install workflow:

1. Publish -- An organization publishes one of their existing templates to the marketplace with metadata (title, description, category, screenshots).
2. Discover -- Other organizations browse, search, filter, and sort listings to find templates that match their needs.
3. Install -- Installing a template creates a private copy in the installer's organization. The original remains unchanged.
4. Review -- Organizations that have installed a template can rate and review it, helping others make informed decisions.

Getting Started

1. Navigate to Marketplace from the main navigation.
2. Browse Featured templates at the top of the page, or use the search bar and filters.
3. Click a template card to view its detail page with description, screenshots, reviews, and install count.
4. Click Install to copy the template into your organization as a private, tenant-scoped template.
5. To publish your own template, click Publish and select an existing template from your organization.

Key Concepts

Term	Definition
Listing	A marketplace entry for a published template. Contains metadata, screenshots, version, and installation statistics.
Template	The underlying board configuration (columns, groups, automations) that a listing refers to.
Author Organization	The organization that published the listing. Only the author can update the listing.
Installation	The act of copying a template into a new organization. Creates a private tenant-scoped template.
Install Count	The number of times a listing has been installed. Atomically incremented to prevent race conditions.
Review	A rating (1-5 stars) with optional title and body text. One review per organization per listing.
Featured	Listings flagged by platform administrators for prominent display on the marketplace home page.
Category	Classification of the template: SQCDP, Quality Control, Logistics, HSE, 5S, Management, Problem Solving, Kaizen, Audit, PPM, Compliance, or Custom.

How It Works

Publishing a Template

To publish a template to the marketplace:

1. The template must already exist in your organization's template library.
2. The template must have a name and configuration (empty templates cannot be published).
3. You provide marketplace metadata: title, description, long description, category, tags, screenshots, and initial version number.
4. The listing is created with submitted status, pending moderator review before going live.

Publishing does not modify or lock your original template. The marketplace stores a reference to the template and copies its configuration at install time.

Searching and Browsing

The marketplace supports rich discovery features:

Feature	Description
Full-text search	Searches title and description fields using case-insensitive matching.
Category filter	Filter listings by one of 12 predefined categories.
Minimum rating filter	Show only listings with an average rating above a threshold (1-4 stars).
Sort options	Sort by Most Installed (popularity), Highest Rated (quality), or Newest (freshness).
Pagination	Results are paginated with configurable page size (default: 20 per page).
Featured section	Top 12 featured listings, sorted by install count, displayed prominently.

Only published listings appear in search results and the featured section.

Installing a Template

When an organization installs a template:

1. The listing is validated (must exist and have "published" status).
2. The source template's configuration is fetched.
3. A new template record is created in the installing organization with scope="tenant" and full configuration copied.
4. An install record is created linking the listing, organization, and installed version.
5. The listing's install count is atomically incremented.

The installed template is completely independent of the original. The installing organization has full control to modify, extend, or delete it. Changes to the original template do not affect installed copies.

Reviews and Ratings

Organizations can review listings they have installed:

• One review per organization per listing -- Enforced by a unique constraint on (listingId, reviewerOrganizationId).
• Self-review prevention -- Organizations cannot review their own listings.
• Update existing review -- Submitting a new review for a previously reviewed listing updates the existing review rather than creating a duplicate.
• Average rating -- Computed dynamically from all reviews using AVG(). Returns 0 if no reviews exist for consistent UI rendering.

Version Management

Listings support versioning through the updateListing procedure:

• The author organization can update listing metadata and bump the version number.
• The getListingVersions endpoint shows the version history with install distribution (how many installations are on each version).
• When a version is updated, the system logs a notification intent for installed organizations (future notification integration).

Configuration

Setting	Description
Categories	12 predefined categories. Templates must belong to exactly one category.
Screenshots	Array of URLs for marketplace listing screenshots. Displayed in the detail page gallery.
Thumbnail	Optional thumbnail URL for the listing card in grid view.
Tags	Array of free-text tags for additional discoverability beyond the primary category.
Version	Semantic version string managed by the author organization.

Permissions

Role	Capabilities
Authenticated User	Browse, search, and view listing details
Organization Member	Install templates into their organization
Template Author	Publish templates from their organization, update their own listings
Reviewer	Add/update reviews for listings from other organizations
Platform Admin	Flag listings as featured, moderate submissions

The marketplace is intentionally cross-tenant for discovery (public browsing), but all write operations (publish, install, review) require organization membership and enforce tenant boundaries.

Tips & Best Practices

Add screenshots to your listings

Listings with screenshots receive significantly more installs than text-only listings. Include at least 2-3 screenshots showing the board in use with realistic data.

Use descriptive long descriptions

The short description appears in search results; the long description appears on the detail page. Use the long description to explain the use case, target audience, and how to customize the template after installation.

Review templates you install

Reviews help the community and help authors improve their templates. Even a brief 2-sentence review with a star rating provides valuable signal.

Version your updates

When making significant changes to a published template, bump the version number. This helps installed organizations know when a meaningful update is available.

Start from installed templates, then customize

An installed template is a starting point, not a final product. Customize column names, groups, automations, and permissions to match your specific operational context.

Troubleshooting

Issue	Resolution
Template not appearing after install	The installed template is created in your organization's template library with tenant scope. Check the template management page, not the marketplace.
Cannot publish template	Verify the template has a name and configuration. Empty or unnamed templates cannot be published.
"Cannot review your own listing" error	Self-review is prevented by design. Organizations can only review templates published by other organizations.
Listing not appearing in search	Listings must be in "published" status. New submissions start as "submitted" and require moderator approval.
Install count not incrementing	Install counts are atomically updated. If the count appears stale, refresh the page. The update may take a moment to propagate.
Version history empty	The version history is reconstructed from install records. If no installations have occurred, the history shows only the current version.

Related Features

• Board Templates -- Templates are the underlying content that marketplace listings reference and distribute.
• KPI Boards -- Many marketplace templates are pre-configured KPI boards for specific operational use cases (SQCDP, HSE, QC).
• Custom Fields -- Installed templates include custom field definitions that can be further customized after installation.
• Kaizen / Problem Solving -- Problem solving templates are popular marketplace categories, providing pre-built A3, 8D, and DMAIC board structures.
• Five-S Audit -- 5S audit templates are a common marketplace category, offering standardized audit checklists for manufacturing environments.