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Using an Alternate Interface for the Library Pane

Note

You can choose to turn this alternate interface ON in the Enterprise settings. From the main menu, navigate to Enterprise > Organization > Enterprise Hierarchy > Settings > Profile to turn the interface ON.

new-template-ui.png

The Library Pane can be divided into eight segments as shown below.

Updated_UI.png

  1. Filters: They are used to filter Templates based on five categories namely Suite/Package, Date, Component, Functional Types and PTC.

    filters-new-ui.png

    After the Filters are applied click Search_icon.png to search.

    Note

    You can Filter Templates based on the following PTC Filters.

    PTC_dialog_popup.png

  2. New: Click New to create a Template.

    The custom actions dialog is displayed.

    New-_button_CF_dialog.png

    The values entered in the dialog box are reflected to appropriate fields in the Templates Information Editor.

    Template_Information_Editor.png

    Clicking New-_dropdown_icon.png displays other options to create a new Template as shown below.

    new-dropdown.png

  3. Search for Template: Type a keyword you want to search. The desired Template(s) are fetched. In the example below, the keyword Task is used.

    Task-_keyword_search.png

  4. Advanced Document Search: Click adv-doc-search-dropdown.png to filter Templates based on criteria grouped into Metadata, IDs, PTC and Template under Edition.

    Note

    You can choose to turn this advanced filter ON in the Enterprise settings. From the main menu, navigate to Enterprise > Organization > Enterprise Hierarchy > Settings > Profile > Use new Template UI advanced filters to turn the interface ON.

    advanced_-_filters-_enabled.png
    advanced_search.png

    The indicator displays the number of filters selected. Templates will be filtered based on the selected criteria.

    adv-doc-search-filter-numbers.png

    The corresponding Templates will be displayed.

    adc-doc-search-results.png

  5. Tabs: You can narrow down Templates based on four categories namely Published Templates, Bookmarks, Templates under Edition and Private Templates.

    Attributes.png

    1. Published Templates: Templates that are published to an Enterprise.

    2. Bookmarks: Allows quick access to a Template instead of having to browse to it or search for it.

    3. Templates under Edition: Templates that are currently under Edition are displayed here. The current stage of the Lifecycle is displayed in the Lifecycle Stage column highlighted below.

      Lifecycle_stages_of_a_Template.png

      The Lifecycle Stage names can be customized. In the example below, Custom is the original Task name and Validate the New version Document is the customized name given.

      Lifecycle_Stage_Names_-_customized.png

    4. Private Templates: Templates that are under process or have not been published to an Enterprise.

  6. Current search: The results of the Current search are listed here. You can view up to 500 Templates.

    Current_search.png

    Click Save_icon.png to save a search.

    Enter a name for your search in the dialog as shown below.

    Confirm_button.png

    Click Confirm. The search is displayed under Saved search section.

  7. Saved search: It is a collection of searches saved by a user. In the example below, saved searches are highlighted.

    Saved_seraches.png

  8. Recents: It displays a list of Templates that were searched recently.

    Recents.png

    Search queries can be edited and deleted.

    Click edit_-_search_query_icon.png to Edit or Delete a Search.

    Search_query.png

    To edit a saved search, click Edit. You can edit the following details.

    Queryname_Engine.png

    • Query name: Name of the saved Search Query.

    • Search parameters: Templates can be searched based on four parameters namely Metadata, IDs, PTC and Template under Edition.

      search_parameters.png

      In the example below, the highlighted Filters are selected.

      filters_applied_search_parameters.png

    • Filters: They are used to filter Templates based on five categories namely Suite/Package, Date, Component, Functional Types and PTC.

      The search queries are displayed based on the Filters applied.

      search-query_filter_applied.png

The Library Pane can be resized using the resize_icon.png icon or collapsed using the library_panel_resizable_icon.png icon.

librarypane_resizing_icon.png

In the example below, the Library Pane is collapsed.

pane_collapsed.png
Customizing Template Names

The Template Name can be customized to include External ID or Free text.

Existing_Template_Name.png

To customize a Template name:

  1. From the main menu, navigate to Enterprise > Organization > Enterprise Hierarchy > Settings > Profile > Custom Template display.

    Custom_Template_display-_navigation.png

  2. Click _.png to select an option by which you want the Template to be named.

    Custom_Template_display.png

    1. Template alias: It is the name given when creating a Template. The Template alias values will be added to the Template name.

    2. External ID: An ID used to refer to the Template by an external system. A Template title will have a custom value of an External ID for Templates created without one. A Template with an External ID will have its own External ID in place of a custom name.

    3. Free text: A new title or keyword given to the Template.

    In the example below, new values are set for External ID and Free text.

    New_Custom_Template_sample.png

    Multiple elements can be added and they can be repositioned.

  3. Click Save and Close.

    Save_and_close__Template.png

    The Template is displayed with the new custom name.

    Custom_Template_Display-_Sample.png
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