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| − | {{l1}} [[Template|templates]] provide a method of delineating between different types of {{l1}} items. Each template that you create can have the following characteristics:
| + | [[Redirect:Level 1 Types]] |
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| − | * A unique {{l1}} [[Workflow]], which will trigger whenever a new item using this template type is added.
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| − | * A unique {{l2}} [[Workflow]], which will trigger whenever a new item using this template type is added.
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| − | * A set of forms that are to be associated with the {{l1}} item.
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| − | * The list of statuses that you wish to associate with the specific [[Template|template]].
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| − | * An [[external page|external Internet-available web page]] that can be used to create new Level 1 items.
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| − | * A set of [[Custom Fields|custom fields]].
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| − | ==Creating Level 1 Templates==
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| − | You can create and modify Templates by clicking the '''Templates''' link on the '''Settings''' tab of your [[UTA]].
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| − | [[Image:Uta43.png]]
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| − | * '''Existing Templates''' are listed on the left of the page.
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| − | * '''Details of each template''' are displayed on the right of the page and new [[Template|templates]] are added to the right of the page.
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| − | [[Image:newTemplateSettingPage.png|link=|700px]]
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| − | ==Template Settings==
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| − | The Template Settings page has the following links to other configuration pages:<br /><br />
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| − | [[Image:TemplateButtonBar.png|link=|300px]]
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| − | * '''View Status''' - See the [[Types & Statuses]] page for information.
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| − | * '''Template Page''' - See [[Template Page]] for information.
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| − | * '''Level 1 Custom Fields''' - Brings you to the [[#Template_Custom_Fields|Custom Fields page]] relevant to this template.
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| − | Each Template Settings page has the following settings:
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| − | * '''Template ID''' - Internal system ID used to reference the Template.
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| − | * '''Language''' - Allows you to create a language-specific display name for the template.
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| − | * '''Name''' - Name for the [[Template|template]].
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| − | * '''Caption''' - Default [[Caption|display name]] for the Template.
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| − | * '''Display Order''' - The order that templates are displayed in the template combo box.
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| − | * '''Use Internal Formatting''' - Selected when templates are configured as [[external pages]], so the formatting and functionality of the [[external page]] will reflect the display and operation of the internal pages.
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| − | <!--* '''Type''' - Allows you to select if this is a '''Standard''' template, or a [[Skills Matching Template]].
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| − | ::* ''See the [[Skills Matching Template]] Wiki article for details.''-->
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| − | * '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
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| − | * '''{{l1}} Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]]. See [[Enabling Workflows in the UTA]].
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| − | * '''{{l2}} Workflow''' - A [[Workflow|workflow]] connected to {{l2}} activities connected to a {{l1}} item based on this template. See [[Enabling Workflows in the UTA]].
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| − | * '''UTA Role Assignment Workflow''' - Allows you to define one or more '''UTA Role Assignment''' [[Workflow]]s that are triggered by this Template.
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| − | * '''UTA Company Assignment Workflow''' - Allows you to define one or more '''UTA Company Assignment''' [[Workflow]]s that are triggered by this Template.
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| − | * '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page.
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| − | * '''Master Schedule Enabled''' - See [[Master Schedule Template]].
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| − | * '''[[Access Roles]]''' - Sets the [[roles]] able to access records associated with this template.
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| − | * '''Creation Roles''' - Sets the [[roles]] that are able to create records with this template.
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| − | * '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a {{l1}} item associated with this template is saved. (See [[Template / Type Formula]])
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| − | * '''ID Used''' - Used in conjunction with '''Template Formula''' above: if not left blank, [[Template Formulas]] are restricted to process [[variables]] only from the [[Custom Field IDs]] that are entered here.
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| − | <!--* '''Associated Forms''' - Forms from the [[:Category:Web Forms|Web Forms]] application that you wish to associate with the [[Template|template]].-->
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| − | ==Associating Templates with Statuses==
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| − | Not all Level 1 templates may require all the same [[statuses]]. Although the [[statuses]] are created globally, you are able to associate only the required [[statuses]] to each individual template.
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| − | [[Image:Uta47.png]]
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| − | You can also navigate into the [[Status#Status_Settings|Status Settings]] then populate the '''Enabled on Level 1 Templates''' field with the templates you wish to make the status available against.
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| − | [[Image:EnableStatusForTemplates.png]]
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| − | ==Template Custom Fields==
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| − | You can define [[Custom Fields]] that will appear only on the Level 1 records of a given ''Template''.
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| − | * To define these fields, click on the '''Fields''' button next to the relevant ''Template''. Then create the desired custom fields in the normal fashion.
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| − | * The ''[[Display Order]]'' of the [[Custom Fields]] you create on a Template works in conjunction with the ''Display Order'' on any general Level 1 [[Custom Fields]] that have been defined.
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| − | ::''For example, if you have a Custom Field on a Level 1 Template with Display Order of 15, it would appear between the global Level 1 custom fields with display orders of 10 and 20.''
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| − | ==See Also==
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| − | * [[Skills Matching Template]]
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| − | * [[Statuses]]
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| − | * [[Template / Type Formula]]
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| − | * [[Level 2 Types]]
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| − | * [[Level 3 Types]]
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| − | * [[Types]]
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| − | | [[Image:Previous.png|link=Statuses]] [[Statuses]]
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| − | | [[Search Panel Options]] [[Image:Next.png|link=Search Panel Options]]
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| − | [[Category:Universal Tracking Application]]
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