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Using Standard Steps

For a Template author, Standard Steps are library steps. Standard Steps are meant to help standardizing Templates as well as easy in authoring for frequently used steps. 

 A Standard Step can be made of a single or multiple Steps, once defined it can be re-used any number of times in different Templates.

When a Standard Step is inserted into a Template, a copy of it is used. It can be modified in the Template as required.

standard_step_icon.png

Note

Any changes to the saved Standard Steps will not be reflected in Templates where the Standard Steps were already used.

Creating a Standard Step

A particular Step(s) can be defined as a Standard Step.

Which can then be reused in any Template as Template Step(s).

To create a Standard Step:

  1. On the main menu go to Templates, > Your Templates.

    main_menu_of_your_templates.png

  2. Select the Template from the list of Templates in the Library Pane.

    Selecting_a_Template.png

  3. Go to Property Pane, Click 2022-04-20_16-13-33.png to view the entire list of tabs, then select Standard Steps.

    Selecting_a_Standard_step.png

  4. Click Save 1 as Standard Step in the Property Pane.

    If a single Step is selected

    Enter the Name.

    Name_of_standard_step1.png

    [Optional] Enter  Description.

    Description.png

    Click Save.

    Save_button.png

    The Step is defined as Standard Step and a Unique Identifier is produced by the system.

    Saved_standard_step_1.png

    Click Done.

    Done.png

    If a container or multiple Steps is/are selected

    A confirmation message is displayed.

    Child_step_of_step_1.png

    If you want to save the entire structure as Standard Step, click 3 Steps.

    If you want to save the single Step as a Standard Step, click Step 1.

Searching Standard Steps

Standard Steps can be searched by Name, Id or Unique Identifier.

In the below example, the search returns all the results related to the Engine.

Engine_search_result.png

The search results can be sorted by Name or Id of the Standard Step using the Sort by dropdown shown below.

sort_by_name.png

In the following example, search results are sorted by Id.

Sorted_by_ID.png

Note

The search term must contain at least 3 chars.

3_chars_minimum.png
Bookmarking Standard Steps

Bookmarking a Step allows you to add frequently used Standard Steps as favourite for your account which eases the identification of your preferred Steps.

By clicking Bookmark Button it displays all the previously bookmarked Standard Steps.

To Bookmark an already created Standard Step:

  1. Search the Standard Step in the Property Pane.

  2. Click Bookmark Star near the Unique Identifier.

    Bookmark_button.png

    All the bookmarked Standard Steps can be displayed by clicking the Bookmark Icon adjacent Search bar.

Editing Standard Steps

Go to the Search bar in the property pane and search the Standard Step and click Search.

It displays all corresponding Standard Steps. Select one of the Standard Step you want to edit and click Edit.

Edit_the_standard_step.png

You can edit Name or Description.

editing_the_name_or_description.png

Click Save.

Save_button_for_editing_name_and_description.png

The modification is saved successfully.

Modification_saved.png
Deleting a Standard Step

To delete a Standard Step:

  1. Go to the search bar in the Property pane and search the Standard Step.

  2. Click Delete as shown below.

    Delete_button.png

    A confirmation window is displayed.

  3. Click Delete to permanently delete the Standard Step.

    Creating a Standard Step_28.png

    The Standard Step is permanently deleted.

Reusing Standard Steps

A Standard Step can be reused across Templates.

To reuse a Standard Step:

  1. Open the Private Template and select the point where the Standard Step need to be inserted.

  2. Search for the Standard Steps from the Property Pane.

  3. Click expand to expand the Steps.

  4. Select the Step to be copied.

    Single Step

    • If the Step is to be added to the selected Template as a child Step, click on Add New (Step Number).

    • If the Step is to be added after the selected Step in the next line, click Add after 2 (Step Number).

    • If the Step is to be added to the end of the template, then click Add after 5.(Step Number).

      Creating a Standard Step_29.png

      Multi Step

      A Standard Step can also be saved as a Parent-Child/Children combination.

      Either the Parent alone or the child alone or both can be saved as Standard Step.

      Creating a Standard Step_30png

Note

The Standard Steps can only be added to a Private Template which support the Template edition.

Once the Standard Step is copied, it can be modified as required.

Accessing a Standard Step from the main menu

On the main menu, go to Templates > Standard Steps.

Main_menu.png

It can also be accessed when we click Standard Steps icon on the left.

Standard_step_icon_left_side.png

It displays all the available Standard Steps created by the users across the enterprise and gives the detailed information.

result_of_all_standard_steps.png

  1. Toggle or click Show only Bookmarked Standard Steps to view all the bookmarked Standard Steps.

    toggle_button.png

  2. The Standard Steps which are displayed can be sorted by using the Sort by dropdown which allows you to sort by A-Z, Z-A, Newest and Oldest.

    Sort_by_standard_step.png

  3. A specific Standard Step can be searched by using a Search Bar.

    specific_standard_step.png

  4. To edit the listed Standard Steps, click Edit.

    editing_standard_steps.png
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