Adding Template Details
In the Template Details section of the Templates Information Editor, the Template details can be added.
To add Template details:
In the
Templates Information Editor, expand the section Template details.
The fields are displayed.
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:
From the dropdown list, select
New suite. The New suite dialog box is displayed.
Enter the suite name and click
. 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:
From the dropdown list, select
New package. The New package dialog box is displayed.
Enter the package name and click
. 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:
From the dropdown list, select
New. The New dialog box is displayed.
Enter the Part Category and click
. The new Part Category is added.
Template Description
Enter a description for the Template. It cannot exceed 2000 characters.
The details are
.