Templates - Revision history

Shefali DK at 11:02, 2 February 2022

2022-02-02T11:02:48Z

Shefali DK at 10:55, 2 February 2022

2022-02-02T10:55:03Z

Shefali DK at 10:24, 2 February 2022

2022-02-02T10:24:16Z

Shefali DK at 10:22, 2 February 2022

2022-02-02T10:22:02Z

Shefali DK at 10:21, 2 February 2022

2022-02-02T10:21:14Z

Shefali DK at 07:39, 24 December 2021

2021-12-24T07:39:07Z

Shefali DK at 07:37, 24 December 2021

2021-12-24T07:37:52Z

Shefali DK at 07:29, 24 December 2021

2021-12-24T07:29:21Z

Shefali DK at 07:18, 24 December 2021

2021-12-24T07:18:46Z

Shefali DK at 07:08, 24 December 2021

2021-12-24T07:08:57Z

@@ Line 275: / Line 275: @@
 &nbsp;
 === Adding the Dependency between Contract Type Attributes and Template Variables ===
@@ Line 287: / Line 288: @@
 .&nbsp; '''Click "'''Save". The Attribute updated successfully message is displayed.&nbsp;
-<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create-Template-Variables.PNG|920px|8.0-Template-Mangement-Create-Template-Variables.PNG]]</div>
+<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Templates-Create3.png|720px]]</div>
 <br/> 7.&nbsp; '''Click '''"Next". The Team tab opens.&nbsp;<br/> 8.&nbsp; '''Click '''"Create". The Template gets created.&nbsp;<br/> 9.&nbsp; '''Click '''"Send For Approval" to initiate the approval process.&nbsp;

@@ Line 123: / Line 123: @@
 '''Note''': <span style="background-color:#FFFFFF;">(<span style="color:#FF0000;">*</span></span>) denotes a mandatory field. ICI displays an error message if a mandatory field is left empty.
 <div class="image-green-border">[[File:8.0-Template Management Create page1.PNG|520px|8.0-Template Management Create page1.PNG]]</div>
 === Template Details ===
@@ Line 150: / Line 151: @@
 *Version Comments: '''Type'''&nbsp;relevant comments for this version, such as what changes were made and why who they were approved by, or any other comments you may wish to add specific to this version.
 *File: '''Click'''&nbsp;"Select File" to upload a Template from your local folder.
-<div class="image-green-border">[[File:8.0-Template Management Create-Linke-Primary2.PNG|920px|8.0-Template Management Create-Linke-Primary2.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Templates-Create2.png|720px]]</div>
 The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are present if configured for your instance and displayed on the Template Details page.

@@ Line 47: / Line 47: @@
 *Saved Searches
 *Searches pinned as Favorites
 === Category Search ===
@@ Line 60: / Line 61: @@
 . '''Narrow '''your search further by typing specific keywords in the "Custom Keyword" field and then '''click'''&nbsp;"Apply". You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:&nbsp;
-*APP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
+*APP*: displays agreements only in the Approved&nbsp;and Waiting for Approval&nbsp;states
-*?PP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
+*?PP*: displays agreements only in the Approved&nbsp;and Waiting for Approval states
-*APP*:&nbsp;OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states &nbsp; &nbsp;&nbsp;
+*APP*:&nbsp;OR DRA* - displays agreements only in the Approved, Waiting for Approval and Draft&nbsp;states &nbsp; &nbsp;&nbsp;
 . You can also type free text in the "Refine Search Here..."''&nbsp;'' search box on top of the page. A list of relevant agreements is displayed.

@@ Line 260: / Line 260: @@
 The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.
-== Adding conditional&nbsp;dependency on Template Variables ==
 The functionality of the&nbsp;conditional dependency on Template Variables for Agreement Attributes can be achieved by any user with Manage access on the "Templates"&nbsp;tile by enabling the "Is Conditional" flag for each Template Variable when creating or editing a Template.&nbsp;When "Is Conditional" is On, a user is able to set a dependent condition on the Template Variable.
@@ Line 271: / Line 272: @@
 For each selected Attribute from the "Depends On Attribute" drop-down list, the user can then enter the "Depends On Value" that will drive the dependency.
-=== Adding the dependency between Contract Type Attributes and Template Variables ===
+=== Adding the Dependency between Contract Type Attributes and Template Variables ===
 To add dependency between Contract Type Attributes and Template Variables:<br/> <br/> '''Refer '''to the "Template Variables - Attributes" section while "Creating a Template".

@@ Line 86: / Line 86: @@
 Refer to the Saved Searches wiki page for details on saving a search.
-=== Searching Templates based on the extended template metadata ===
 Users have the flexibility to use attributes of masterdata as extensions to any template, agreement, or associated document while creating or editing the instance.

@@ Line 269: / Line 269: @@
 For each selected Attribute from the "Depends On Attribute" drop-down list, the user can then enter the "Depends On Value" that will drive the dependency.
 === Adding the dependency between Contract Type Attributes and Template Variables ===
@@ Line 293: / Line 294: @@
 '''Note:''' For the template to appear on the "Select Template" page it's required to configure a "Rule".
-<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px]]<br/> &nbsp;<br/> 11.&nbsp; '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/> &nbsp;</div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px|8.0-TemplateM-Create-TemplatesTab.png]]<br/> &nbsp;<br/> 11.&nbsp; '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/> &nbsp;</div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Editing a Template&nbsp; ==

@@ Line 289: / Line 289: @@
 <div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> <br/> The dependency of Template Variables on an Agreement&nbsp;</div>
 To view the dependency of Template Variables on an Agreement:<br/> 1.&nbsp; '''Click '''the "Agreements"&nbsp;&nbsp;tile or main navigation menu on the top. The "Agreements" index&nbsp;page opens.<br/> 2.&nbsp; '''Click''' &nbsp;"Create" on the far right on top.&nbsp;The "Create Agreement" page opens.<br/> 3.&nbsp; '''Select''' the Contract Type "Category" from the drop-down list. For example, "Default".<br/> 4.&nbsp; '''Select''' the Contract Type from the Contract Type Name drop-down list same that was selected for templates. For example, "Arithmetic Basic Agreement".<br/> 5.&nbsp; '''Select''' the "Type Of Paper" from the drop-down list. For example, "Own".<br/> 6.&nbsp; '''Click'''&nbsp;"Next". The "Create Agreement – Automation Basic&nbsp;Agreement" Attribute page opens, which displays all Contract Type Attributes.
-<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.&nbsp; Type'''&nbsp;'''the "Region Name"&nbsp;as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
+<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.&nbsp; Type'''&nbsp;'''the "Region Name"&nbsp;as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px|8.0-TemplateM-Create-Agreement.png]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
 .&nbsp; '''Click "'''Next". The "Select Template" page opens.<br/> 10.&nbsp; '''Select '''the "Template"&nbsp;&nbsp;for whom the dependency attribute is set. For example, "PrimaryTemplateArithmeticCT".
-'''Note:''' For the template to appear on the "Select Template" page its required to configure a rule.
+'''Note:''' For the template to appear on the "Select Template" page it's required to configure a "Rule".
-<div class="image-green-border"><br/> &nbsp;<br/> 11.&nbsp; '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/> &nbsp;</div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px]]<br/> &nbsp;<br/> 11.&nbsp; '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/> &nbsp;</div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Editing a Template&nbsp; ==

@@ Line 152: / Line 152: @@
 The extended attributes are available under "Template Additional Attributes" if configured in your instance. The Extended Attributes are grouped under arrows or accordions to the right with a floating “Expand All/Collapse All” accordion icon on the right top.
-<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
+<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px|8.0-TemplateM-Create-Additional-Attr.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
 '''Click'''&nbsp;"Next" to go to the "Template Variables" tab.
@@ Line 194: / Line 194: @@
 . '''Click "'''Next". The "Team" tab opens.
 === Team&nbsp; ===
@@ Line 291: / Line 289: @@
 <div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> <br/> The dependency of Template Variables on an Agreement&nbsp;</div>
 To view the dependency of Template Variables on an Agreement:<br/> 1.&nbsp; '''Click '''the "Agreements"&nbsp;&nbsp;tile or main navigation menu on the top. The "Agreements" index&nbsp;page opens.<br/> 2.&nbsp; '''Click''' &nbsp;"Create" on the far right on top.&nbsp;The "Create Agreement" page opens.<br/> 3.&nbsp; '''Select''' the Contract Type "Category" from the drop-down list. For example, "Default".<br/> 4.&nbsp; '''Select''' the Contract Type from the Contract Type Name drop-down list same that was selected for templates. For example, "Arithmetic Basic Agreement".<br/> 5.&nbsp; '''Select''' the "Type Of Paper" from the drop-down list. For example, "Own".<br/> 6.&nbsp; '''Click'''&nbsp;"Next". The "Create Agreement – Automation Basic&nbsp;Agreement" Attribute page opens, which displays all Contract Type Attributes.
-<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.&nbsp; Type'''&nbsp;'''the "Region Name"&nbsp;as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create-Attributes-Agreement.PNG|520px|8.0-Template-Mangement-Create-Attributes-Agreement.PNG]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
+<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.&nbsp; Type'''&nbsp;'''the "Region Name"&nbsp;as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
 .&nbsp; '''Click "'''Next". The "Select Template" page opens.<br/> 10.&nbsp; '''Select '''the "Template"&nbsp;&nbsp;for whom the dependency attribute is set. For example, "PrimaryTemplateArithmeticCT".
 '''Note:''' For the template to appear on the "Select Template" page its required to configure a rule.
-<div class="image-green-border">[[File:8.0-Template-Mangement-Create-Agreement-Template-selection1.PNG|720px|8.0-Template-Mangement-Create-Agreement-Template-selection1.PNG]]<br/> &nbsp;<br/> 11.&nbsp; '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/> &nbsp;</div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border"><br/> &nbsp;<br/> 11.&nbsp; '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/> &nbsp;</div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Editing a Template&nbsp; ==

@@ Line 149: / Line 149: @@
 *File: '''Click'''&nbsp;"Select File" to upload a Template from your local folder.
 <div class="image-green-border">[[File:8.0-Template Management Create-Linke-Primary2.PNG|920px|8.0-Template Management Create-Linke-Primary2.PNG]]</div>
-The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are configured for your instance and displayed on the Template Details page.
+The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are present if configured for your instance and displayed on the Template Details page.
 The extended attributes are available under "Template Additional Attributes" if configured in your instance. The Extended Attributes are grouped under arrows or accordions to the right with a floating “Expand All/Collapse All” accordion icon on the right top.
-<div class="image-green-border">[[File:8.0-Template Management Create-2-Additional-Attributes.PNG|920px|8.0-Template Management Create-2-Additional-Attributes.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Search-icon.png|620px|8.0-TemplateM-Create-Search-icon.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
+<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
 '''Click'''&nbsp;"Next" to go to the "Template Variables" tab.
@@ Line 195: / Line 195: @@
 . '''Click "'''Next". The "Team" tab opens.
+&nbsp;
 === Team&nbsp; ===
@@ Line 215: / Line 215: @@
 *Selecting&nbsp;a role of an approver displays a "Step Number"&nbsp;field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.&nbsp;You can "Remove" an Approver or "Disable" from the approval flow.
 *'''Click'''&nbsp;"Add"'''. '''The users just added will be seen under Team.
-<div class="image-green-border">[[File:8.0-TemplateM-Creat-Teampng.png|720px]]</div>
+<div class="image-green-border">[[File:8.0-TemplateM-Creat-Teampng.png|720px|8.0-TemplateM-Creat-Teampng.png]]</div>
-−
 === Verify ===