Online Help | Desktop App

Configuring Templates

Templates are lists of predefined attributes of the objects. Templates are used in workflow items and components to assign starting values to created objects. You configure templates for a particular object class in the Workflow and Business Logic > [Module] > [Object Class] > Workflow > Components > Templates section.

To configure a Template:

  1. On the General tab, specify the general properties of the Template:

    • Object (read-only) - the object class for which the Template is created.

    • Name - the Template name.

    • Description - the description of the Template.

    • Under Fields, assign initial values to a number of fields as follows:

      1. Click New. A new row appears.

      2. In the new row, click the down arrow in the Field column and select the field from the list.

      3. In the Value column, assign a value to the selected field. For details, see Defining field values in Templates.

  2. On the Usage tab, view the workflow items and components that use this Template.

    • Open - opens the selected workflow item or component.

  3. Click OK.