Difference between revisions of "Template Page"
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To access the Template Page for a [[Transaction]]: | To access the Template Page for a [[Transaction]]: | ||
# Go to the [[Global Settings]] page. | # Go to the [[Global Settings]] page. | ||
| − | # Under the [[Company & Account Settings]] header, click on the hyperlink for "Transaction Types". [[Image:TransactionTypeChooser.png|thumb|Choose from ''People'' or ''Company'' Transaction Types]] | + | # Under the [[Company & Account Settings]] header, click on the hyperlink for "Transaction Types". |
| − | # On the left-hand list of | + | # Choose from "People" or "Company" Transaction Types from the drop-down field at the top of the page. [[Image:TransactionTypeChooser.png|thumb|Choose from ''People'' or ''Company'' Transaction Types]] |
| − | # At the top of the Edit | + | # On the left-hand list of Transaction Types, click on the hyperlink for the Transaction Type for which you want to configure a ''Template Page''. |
| + | # At the top of the Edit Transaction Type page, click on the "Template Page" button. | ||
:[[Image:Transactions-GettingtoTemplatePage.png|link=|500px]] | :[[Image:Transactions-GettingtoTemplatePage.png|link=|500px]] | ||
:You will now be brought to the Template Page configuration screen. | :You will now be brought to the Template Page configuration screen. | ||
Revision as of 13:09, 29 August 2013
Template Pages, sometimes referred to as external pages, are a feature in SmartSimple that:
- allow users to enter records in a SmartSimple UTA without having to log into SmartSimple;
- allow system administrators to configure customized formatting for UTA records;
- can be configured to include a confirmation page upon submission of the record.
Template Pages are associated with a particular Level 1 Template, Level 2 or 3 Type or Transaction.
Accessing the Template Page
To access the Template Page for a Level 1 Template or Level 2 or 3 Type:
- Go to the UTA Settings Page.
- For Level 1 Templates, click on the "Templates" hyperlink. For Level 2 or 3 Types, click on the "Types" hyperlink.
- On the left-hand list of Templates or Types, click on the hyperlink for the Template or Type for which you want to configure a Template Page.
- At the top of the Edit Template/Type page, click on the "Template Page" button.
- You will now be brought to the Template Page configuration screen.
To access the Template Page for a Transaction:
- Go to the Global Settings page.
- Under the Company & Account Settings header, click on the hyperlink for "Transaction Types".
- Choose from "People" or "Company" Transaction Types from the drop-down field at the top of the page.
- On the left-hand list of Transaction Types, click on the hyperlink for the Transaction Type for which you want to configure a Template Page.
- At the top of the Edit Transaction Type page, click on the "Template Page" button.
- You will now be brought to the Template Page configuration screen.
