{{l1}} [[Template|templates]] provide a method of delineating between different types of {{l1}} items. Each template that you create can have the following characteristics:* A unique {{l1}} [[Workflow]], which will trigger whenever a new item using this template type is added.* A unique {{l2}} [[Workflow]], which will trigger whenever a new item using this template type is added.* A set of forms that are to be associated with the {{l1}} item.* The list of statuses that you wish to associate with the specific [[Template|template]].* An [[external page|external Internet-available web page]] that can be used to create new Level 1 items.* A set of [[Custom Fields|custom fields]].==Creating Level 1 Templates==You can create and modify Templates by clicking the '''Templates''' link on the '''Settings''' tab of your [[UTA]].[[Image:Uta43.png]]* '''Existing Templates''' are listed on the left of the page.* '''Details of each template''' are displayed on the right of the page and new [[Template|templates]] are added to the right of the page.[[Image:newTemplateSettingPage.png|link=|700px]]==Template Settings==The Template Settings page has the following links to other configuration pages:<br /><br />[[Image:TemplateButtonBar.png|link=|300px]]* '''View Status''' - See the [[Types & Statuses]] page for information.* '''Template Page''' - See [[Template Page]] for information.* '''Level 1 Custom Fields''' - Brings you to the [[#Template_Custom_Fields|Custom Fields page]] relevant to this template.Each Template Settings page has the following settings:* '''Template ID''' - Internal system ID used to reference the Template.* '''Language''' - Allows you to create a language-specific display name for the template.* '''Name''' - Name for the [[Template|template]].* '''Caption''' - Default [[Caption|display name]] for the Template.* '''Display Order''' - The order that templates are displayed in the template combo box.* '''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. <!--* '''Type''' - Allows you to select if this is a '''Standard''' template, or a [[Skills Matching Template]].::* ''See the REDIRECT [[Skills Matching Template]] Wiki article for details.''-->* '''Restricted to''' - A single [[Internal|internal]] company that can use this template.* '''{{l1}} Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]]. See [[Enabling Workflows in the UTA]].* '''{{l2}} Workflow''' - A [[Workflow|workflow]] connected to {{l2}} activities connected to a {{l1}} item based on this template. See [[Enabling Workflows in the UTA]].* '''UTA Role Assignment Workflow''' - Allows you to define one or more '''UTA Role Assignment''' [[Workflow]]s that are triggered by this Template.* '''UTA Company Assignment Workflow''' - Allows you to define one or more '''UTA Company Assignment''' [[Workflow]]s that are triggered by this Template.* '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page.* '''Master Schedule Enabled''' - See [[Master Schedule Template]].* '''[[Access Roles]]''' - Sets the [[roles]] able to access records associated with this template.* '''Creation Roles''' - Sets the [[roles]] that are able to create records with this template.* '''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]])* '''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.<!--* '''Associated Forms''' - Forms from the [[:Category:Web Forms|Web Forms]] application that you wish to associate with the [[Template|template]].-->==Associating Templates with Statuses==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.[[Image:Uta47.png]]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. [[Image:EnableStatusForTemplates.png]]==Template Custom Fields==You can define [[Custom Fields]] that will appear only on the Level 1 records of a given ''Template''.* To define these fields, click on the '''Fields''' button next to the relevant ''Template''. Then create the desired custom fields in the normal fashion.* 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.::''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.''==See Also==* [[Skills Matching Template]]* [[Statuses]]* [[Template / Type Formula]]* [[Level 2 Types]]* [[Level 3 Types]]* [[Types]]{| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"| [[Image:Previous.png|link=Statuses]] [[Statuses]]| | [[Search Panel Options]] [[Image:Next.png|link=Search Panel Options]] |}[[Category:Universal Tracking Application]]
