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FieldLogs

Using the Template Property Pane

The property pane displays information related to the Template or Step. It also provides several tools that you can use to customize your Template.

To access the property pane, click Add_Side_Panel.png on the Templates page.

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The property pane has many tabs. Clicking a tab displays the options in it.  To view the entire list of tabs, hover over the Attribute_Panel_Icon_-_1.png icon.

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Tab Icon

Tab Title

Description

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Step Information Editor

Provides options to set up the parameters of a Step.

For more information, see Setting Up a Step.

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Templates Information Editor

Provides options to set up the parameters of a Template.

For more information, see Setting Up a Template.

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Execution Preview

Allows you to preview the execution of the Template.

Click Start to run a preview of the Template.

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Editor Help

Displays the FieldLogs Help page in the property pane. This helps you access the application and the Help content on the same page.

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Documentation Editor

Allows you to attach documentation to a Step. The documentation can provide additional information to the user executing the Template.

For more information, see Attaching Documentation to a Step.

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Condition Editor

Enables you to define conditions for a Step. For example, when the user meets a set of conditions such as validating a specific Step or choosing a specific answer, the system displays or hides the Steps.

For more information, see Using the Condition Editor tab.

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Script Editor

Allows you to create scripts that are executed with the Template. Scripts can execute a set of actions in the Template or call third-party services.

For information on how to create scripts, see Adding a Script.

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Tag Editor

Enables you to add tags to a Step. You can find Steps by their tag.

For more information, see Adding Tags to a Step.

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Navigation tags

Allows you to add a navigation tag to a Step. When running a job, navigation tags help in navigating quickly to specific Steps.

For more information, see Adding navigation tags.

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Template versions

This tab is available when the selected Template is published or is in the process of publication.

Enables you to manage versions of the selected Template.

For more information , see Managing the Versions of a Template.

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Variables

Using this tab, you can set variables to be used in Steps or Templates.

For more information, see Creating a Variable.

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Template translation

Allows you to manage the translation of Templates.

For more information, see Translating a Template.

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Measurement Points editor

Enables you to monitor or track events such as validation of Steps during job execution.

For information on how to set measurement points at the Step or Template level, see Adding Measurement Points.

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Search into this Template

Using this tab, you can search for specific content in the entire Template.

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Reference manuals

This tab is available for enterprises with the documentation bundle module activated.

Allows you to generate Templates or Steps from a reference manual. You can upload the reference manuals in the Documentation Bundle section.

For more information, see Generating a Template from a Reference Manual.

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Template feedback creation

Allows you to create feedback for the Template.

For information on how to add feedback, see Submitting a Template Feedback as a Template Author.

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Template feedback

Enables you to view the Template feedback.

For more information, see Viewing Template Feedback.

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Standard Step

Allows you to define specific Steps as standard Steps. These standard Steps can be reused across Templates, thus enabling easy authoring and standardized Templates. 

For information on how to create a standard Step, see Creating Standard Step.

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Configurations

Allows you to define what Steps would appear during job execution. This helps in ensuring optimised execution to suit your requirements.

For more information, see Setting Up Configurations.

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Comments

This tab is available during the Template publication process, in the Templates under Edition tab.

Allows you to add a comment.