Difference between revisions of "Template Page"

Revision as of 11:57, 12 September 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 - This Template Page will only be accessible if the "Activate Page" option is checked.
• Internet Enabled - Making a Template Page "Internet Enabled" will allow users who are not logged into the system to access this page.
• Use Security Token for Custom Fields - set for security purposes.
• Execute Submit Logic from Template Page - See the Submit Logic page for more information.
• Execute Status Triggers and Internal Status Workflows from Template Page - See Status Trigger and Workflow pages for more information.
• Inherit Account - Only applies to an external user -
• Branch - defines the default branch of the newly-created record.
• Account - defines the default account of the newly-created record.
• Type - defines the default Template or Type of the newly-created record.
• Status - defines the default status of the newly-created record.
• Assign User Role
• Assign Company Role
• Owner
• Workflow - Workflow to be triggered upon submission of Template Page.
• URL - This setting will be completed by default and includes an alphanumeric "token" which serves as a unique identifier for this Template Page.

Note: For Transaction Template Pages, only the Activate Page, Internet Enabled, Status, Workflow and URL settings are shown.

HTML Template

• This section may be renamed to match the terminology of your copy of SmartSimple. In the illustration above, HTML Template has been renamed to Grant Template because Level 1s have been renamed as "Grants" in this example.
• Clicking on the "Sample Template" hyperlink will insert a default HTML template into this setting, overwriting the current contents.
• See the Template Page - HTML Template for examples of implementation.

Confirmation Template

• The Confirmation Template will be displayed after the Template Page is submitted by the end user. Variables such as sslogic can be implemented in this setting to present different confirmation pages depending on how the external page is completed.
• Clicking on the "Sample Template" hyperlink will insert a default HTML template into this setting, overwriting the current contents.
• See the Confirmation Template page for examples of implementation.

Coordinating the Formatting of the External Page with Internal Formatting

• By default, the Level 1 external page will not pick up the formatting of the internal page (for example, Title Bars configured as tabs will be displayed as simple Title Bars.
• To use the formatting defined within SmartSimple for the external page, enable the "Use Internal Formatting" setting on the Template Settings page.