Difference between revisions of "Template Page"

Revision as of 12:14, 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:

1. Go to the UTA Settings Page.
2. For Level 1 Templates, click on the "Templates" hyperlink. For Level 2 or 3 Types, click on the "Types" hyperlink.
3. 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.
4. 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:

1. Go to the Global Settings page.
2. Under the Company & Account Settings header, click on the hyperlink for "Transaction Types".
3. Choose from "People" or "Company" Transaction Types from the drop-down field at the top of the page.
   

   Choose from People or Company Transaction Types
4. 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.
5. 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.

The Template Page Configuration Screen

The Template Page Configuration Screen contains the following settings:

General Settings

• Activate Page -
• Internet Enabled -
• Use Security Token for Custom Fields -
• Execute Submit Logic from Template Page -
• Execute Status Triggers and Internal Status Workflows from Template Page -
• Inherit Account - Only applies to an external user -
• Branch -
• Account -
• Type -
• Status -
• Assign User Role -
• Assign Company Role -
• Owner -
• Workflow -
• URL -