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To access the Template Page for a [[Level 1 Template]] or [[Types|Level 2 or 3 Type]]:
:[[Image:Transactions-GettingtoTemplatePage.png|link=|500px]]
:You will now be brought to the Template Page configuration screen.
Note: For Transaction Template Pages, only ====Security====If URL encryption is enabled you must ensure the ''Activate Page'', ''Internet Enabled'', ''Status'', ''Workflow'' and ''URL'' settings object IDs are shown.encrypted using [[ssEncrypt]]
This section may be renamed to match ==Coordinating the terminology Formatting of your copy the External Page with Internal Formatting==* By default, the {{l1}} external page will not pick up the formatting of SmartSimple. For the internal page (for example, in [[Title Bar]]s configured as [[tabs]] will be displayed as simple Title Bars).* To use the illustration aboveformatting defined within SmartSimple for the external page, ''HTML Template'' has been renamed to ''Grant Template'' because Level 1s have been renamed as enable the "GrantsUse Internal Formatting" in this examplesetting on the [[Level_1_Templates#Template_Settings|Template Settings]] page.
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''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 administrator]]s 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]], [[Types|Level 2 or 3 Type]] or [[Transaction]].
==Accessing the Template Page==
To access the Template Page for a [[Level 1 Types|Level 1 Type]] or [[Types|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 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.:[[Image:L1-GettingtoTemplatePage.png|link=|500px]]:You will now be brought to the Template Page configuration screen.
: [[Image:L1-GettingtoTemplatePage.png|link=|500px]]
: 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|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. [[Image:TransactionTypeChooser.png|thumb|right|300px|Choose from ''<em>People'' </em> or ''<em>Company'' </em> Transaction Types]]
# 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]]
: You will now be brought to the Template Page configuration screen.
==The Template Page Configuration Screen==
[[Image:L1-BlankTemplatePage.png|link=|600px]]
===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. <br /><span class="single_linebreak" style="background-color: lightgray;">- Note: there is a [[Global Setting]] on the Security Tab called "'''Use Disable Template Page Security Token for Custom Fields''' - " that must be enabled for this to function.</span> {{SecurityToken}}* '''Execute Submit Logic from Template Page''' -enables submit logic check when submitting from the template page. Only available against level 1 template pages.* '''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''' - The current user's company will be added to the ''Account'' [[standard field]].* '''Branch''' - defines the default [[branch]] of the newly-created record.* '''Account''' - defines the default [[Organization|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''' - adds the current user to the newly-created record as an associated contact with the supplied [[role]].* '''Assign Company Role''' - adds the current user's company to the newly-created record as an associated organization with the supplied [[Company Role]].* '''Owner''' - adds the current user to the [[Owner]] field.* '''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. ====Level 1====:* For Level 1 you will be presented with a URL in the following format, which is to create a new Level 1 record:'''<nowiki>http://alias.smartsimple.xxx/ex/ex_Apppage.jsp?token=HwkITfexoGZdgsaVla</nowiki>'''To go to a specific Level 1 record use the following syntax:: '''<nowiki>http://alias.smartsimple.xxx/ex/ex_Apppage.jsp?token=HwkITfexoGZdgsaVla&oppid=LevelOneIds&appid=appid</nowiki>''': example:<pre>http://alias.smartsimple.xxx/ex/ex_Apppage.jsp?token=HwkITfexoGZdgsaVla&oppid=5551234&appid=543213</pre> ====Level 2====:* For Level 2 you will be presented with a URL in the following format, which is to create a new Level 2 record under the specified Level 1:'''<nowiki>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0NSdsAYbdZFhZRBfBQhdQ&parentids=LevelOneIds</nowiki>'''where ''LevelOneIds'' is the Opportunity ID of the Level 1 you will be creating a new Level 2 under.: example:<pre>http://mysite.smartsimple.com/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&parentids=5551234</pre>: To go to a specific Level 2 record use the following syntax:: '''<nowiki>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&parentids=LevelOneIds&eventid=eventid</nowiki>''': example:<pre>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&parentids=5551234&eventid=678543</pre>: To go to a specific Level 2 or Level 3 record while using [[ssEncrypt]] to hide the record IDs, use the following syntax:: '''<nowiki>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&enparentids=LevelOneIds&codeid=eventid</nowiki>''''''&enparentids=''' for the parent ID<br />'''&codeid=''' for the record ID: example:<pre>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&enparentids=H3B3T2FdBCs6RnA9Pm4JQTMLESwFaAwvH2pcU0VGYlk~&codedid=aAVNOExzZiYtEUEcHVFIIB9TJ0o0UBA3H2JcV0VGa11b or https://@url@/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&enparentids=<ssEncrypt2>@parent.opportunityid@</ssEncrypt2>&codedid=<ssEncrypt2>@eventid@</ssEncrypt2></pre> ====Transactions====: Example:to create a new '''person''' transaction (in a popup window) for the current user:<pre style="white-space: -o-pre-wrap; word-wrap: break-word;"><input class="Button" type="button" value="Open" /></pre> : To create a new '''company''' transaction (in a popup window) for the current organization:<pre style="white-space: -o-pre-wrap; word-wrap: break-word;"><input class="Button" type="button" value="Open" /></pre>
===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.
* Ensure that the content of any HTML templates confirm to all [[Accessibility legislation |Accessibility legislation]].
===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 [[Template Page - Confirmation Template|Confirmation Template page]] for examples of implementation.
* Ensure that the content of the Confirmation template conforms to [[Accessibility legislation]]..
==See Also==* [[Template Page Variables]]* [[Controlling the Submit Button within a UTA Level 1 Template]]* [[Template Page - Confirmation Template===|Confirmation Template]] [[Category:Universal Tracking Application]]