Configuring template assignments

When you create a document in Policy Manager, a template can be automatically assigned. Template assignments are the rules to ensure a document is assigned to the correct template. You can select a different template during document creation. For each document, the system reviews the sequenced rules and assigns the document template when there is a match.

You must create a document template before it can be assigned. See Managing document templates.

Add a template assignment

To add a template assignment:

1. From the left menu, select Administration, then Template Assignments.

2. Select Document Template Assignments .

3. Enter a Name for the template assignment and add a Description.

4. To control the order, add a Sequence Number.

5. Form Name is not used. A template is always for a document.

6. Select Add filter to add the filters for the document assignment. Drag and drop Available Fields from the left to the right. Add the following, as appropriate.

   • Condition determines the relationship between the field and value. Available selections are based on the work you are performing.

     • Equal to (=) is an exact match.

     • Not equal to (!=).

     • Contains to match a field on partial text. For example, you can add Business and pick up fields with Business Processes, Business Policies, and Business Unit.

   • Value are selections to filter by. Values can be a date, free text, or driven by Reference Codes. See Configuring categories, values, and attributes.

   • Logic defines how fields work together. Available selections are based on the work you are performing.

     • “And” logic means all fields/conditions/values must be met (for example, field 1 AND field 2).

     • “Or” logic means at least one field/condition/value must be met (for example, field 1 OR field 2).

     • “Not” logic is opposite of “And” (for example, field 1 only. If field 1 and field 2, then ignore).

     • Contains a value.

7. Under Then apply template assignment, identify the template to assign to the documents that match the criteria. You can only apply one template for the template assignment created.

8. Select Save changes.

Managing a template assignment

To manage an existing template assignment:

1. From the left menu, select Administration, then Template Assignments. The existing template assignments display in the grid.

2. Select any of the following:

   to edit the template assignment.

   to delete the template assignment.

   to change the sequence.