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To create a template, go Templates can be created to '''UTA Settings''' > '''Level 1/2/3''' tab > '''AI''' > Click the '''New Template''' buttonstreamline common processes. Under the''' General''' tab, the template can be given a '''Name'''As an example, let'''Caption''', and template content. Access permissions can be s set for each up a template under that will automatically translate the '''Permissions & Availability''' tab. When making templates that reference specific objectives of a record fields, be sure to use the '''Field Name''' rather than the '''Caption'''into another language. For example, to ask Instead of asking the AI to translate the content of a specific contents this field into Frencheach time, enter:we can save our query by referencing the field as a variable.
→Setting up Templates
===Setting up Templates===
====Creating a Template====# Go to '''UTA''' > ''' Configuration Settings''' > '''Level 1/2/3''' tab > '''AI''' > Click the '''New Template''' button.# Under the''' General''' tab, the template can be given a '''Name''', '''Caption''', and template content.# Access permissions can be set for each template under the '''Permissions & Availability''' tab.# When making templates that reference specific record fields, be sure to use the '''Field Name''' rather than the '''Caption'''. For example, to ask the AI to translate the content of a specific field into French, enter: <code>Translate this text into French: “@FieldName@”</code>
When deciding which prompts to use in a template, it can be helpful to test the prompts by going to any UTA record and clicking '''Tools''' > '''Configuration Mode''' > '''Variable Syntax Helper'''. Here, you can test your expressions and see if your variables resolve correctly.
