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FieldLogs

Adding Template Details

In the Template Details section of the Templates_Information_Editor_Tab_-_Setting_Up_a_Template.png Templates Information Editor, the Template details can be added.

To add Template details:

  1. In the Templates_Information_Editor_-_tab.png Templates Information Editor, expand the section Template details.

    Template_Details_-_Editor_.png

    The fields are displayed.

    Template_Details_Section_-_2.png
  2. Add details in the fields as needed.

    Field

    Description

    Template Cover

    Choose a thumbnail for the Template. The system automatically resizes the selected image.  

    Refer Setting a Template cover for details.

    Template Status

    Select the required checkbox.

    • Component —Check the Component option to be embedded as a component in another Template. If unchecked, the Template cannot be used as a Component.

    • Runnable — Check the Runnable option to generate Tasks from this Template. If unchecked, Tasks cannot be generated from this Template.

    • Note

      A Template that is only intended to be used as a Component, will have the Component option checked and Runnable ‘unchecked’.

      This means that it will never be executed independently.

    Template Title

    Enter the name of the Template. It cannot exceed 500 characters.

    External Template ID

    An ID that is set by the user, to identify the Template outside FieldLogs.

    Functional Types

    A sticker/label on the Template for easy identification. The user creates Functional Types and then associates them.

    Template Suite & Package

    Suites are categories in the Templates list.

    Select a suite from the dropdown list.

    To add a new suite:

    1. From the dropdown list, select plus.pngNew suite. The New suite dialog box is displayed.

    2. Enter the suite name and click Submit. The new suite is added.

    Packages are sub-categories of suites in the Templates list.

    Select a package from the dropdown list.

    To add a new package:

    1. From the dropdown list, select Plus_sign.png New package. The New package dialog box is displayed.

    2. Enter the package name and click Submit. The new package is added.

    Part Category

    Select the Part Category from the dropdown list. Part Category is used to categorize Templates.

    To add a new Part Category:

    1. From the dropdown list, select plus.pngNew. The New dialog box is displayed.

    2. Enter the Part Category and click Submit. The new Part Category is added.

    Template Description

    Enter a description for the Template. It cannot exceed 2000 characters.

  3. The details are Saved .

    Save_Template_Details.png