Using Functional Types
A Functional Type added to the Template level indicates a document type. If used as a marker on Steps, it can help to identify Steps.
The user can identify the Step or Template by an icon corresponding to the Functional Type.
Important
To create or modify a Functional Type, the user must be associated with a Security Role as shown below.
To create a Functional Type:
On the main menu, go to > .
The section opens.
Click .
Enter Name.
Enter Letters.
Click
and Select a Color as shown below.
Click Select an Icon.
You can search through the Search Icons, or you can select an Icon from the list as shown below.
Click .
The Functional Type is created.
It is displayed in the Library Pane with the Icon, Color, Letters and Name of the Functional Type as shown below.
Note
Until all the mandatory details are provided, the Functional Types cannot be saved.
Click to view the errors.
In this case, the mandatory field Letters is empty.
To add Functional Types to a Template:
Go to > .
The section opens.
Select the required Template from the Library Pane.
In the Template Information Editor, scroll down to Functional Types.
Select one or more Functional Types from the dropdown list as shown below.
Click .
When the Template is linked to the Functional Types, it will be visible on Published Templates as well as Private Templates that are in the Publication Process.
You can also see the Icon at the top as shown below.
When you hover over the Icon it displays the Functional Type Name and Letters.
When you click an Icon, it displays with the Letter name as shown below.
An Icon is no longer visible.
When you click again, it displays with the Icon and Letter name.
For Published Template, the Icon(s) is visible at the left side panel and top of the Template.
The Template with the Functional Type linked can also be seen while running a Task.
When Functional Type is linked to the Template, it will only display on the and Tasks.
To add Functional Types to a Step:
On the main menu, go to > .
The section opens.
Select the required Template.
Go to .
Go to Functional Types.
Select one or more Functional Types from the dropdown list and click .
The selected Functional Type is displayed at the Step level.
The Functional Types can be filtered in the following sections:
S.no | Sections | Screenshot | |
|---|---|---|---|
1 | Tasks | In the section , Functional Types can be filtered as shown below.  | |
2 | Inbox | In the section , filter the Functional Types from the dropdown list as shown below.  | |
3 | Planning | In the section , Functional Types can be filtered as shown below.
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By using search filter
Go to Search option, click .
Select the Functional Type from the list as shown below.
Click .
The list of Templates with the selected Functional Types is displayed.
Note
Functional Types are also shown during the run time on the Template/Step level.
If you have more than one Functional Type defined, you can choose the order in which you want them to be displayed in the Template/Step editor.
You can arrange Functional Types in the required order using the button as shown below.
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The list of Functional Types can be re-ordered in ascending (A-Z) or descending (Z-A) alphabetical order.
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The list of Functional Types can also be arranged in a customized order. Place the cursor as shown below and drag to the required position.
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To save the reordered list, click .
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Note
To close the re-ordering dialog box, click .
To return to the existing order, click .
The list gets re-ordered.
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