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:
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From the left menu, select Administration, then Template Assignments.
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Select Document Template Assignments
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Enter a Name for the template assignment and add a Description.
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To control the order, add a Sequence Number.
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Form Name is not used. A template is always for a document.
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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.
- 条件决定着字段与值之间的关系。可用选项基于您将要执行的工作。
等于 (=) 是精确匹配。
不等于 (!=)。
包含会根据部分文本来匹配字段。例如，您可以添加“业务”，然后选择包含“业务流程”、“业务策略”和“业务单位”的字段。
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值是进行过滤的依据选项。值可以是日期、自由文本，或由参考代码驱动。请参见Configuring categories, values, and attributes。
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逻辑会定义如何搭配使用各个字段。可用选项基于您将要执行的工作。
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“And”逻辑是指必须满足所有字段/条件/值（例如，字段 1 AND 字段 2）。
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“Or”逻辑表示必须满足至少一个字段/条件/值（例如，字段 1 或字段 2）。
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“Not”逻辑则恰好与“And”逻辑相反（例如，仅限字段 1。如果结果是字段 1 和字段 2，则会忽略）。
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包含一个值。
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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.
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Select Save changes.
Managing a template assignment
To manage an existing template assignment:
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From the left menu, select Administration, then Template Assignments. The existing template assignments display in the grid.
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Select any of the following:
to edit the template assignment.
to delete the template assignment.
to change the sequence.
