Configuring template assignments
When you create a document, 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.
- 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.
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Value are selections to filter by. Values can be a date, free text, or driven by Reference Codes. See Configuring categories, values, and attributes.
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Logic defines how fields work together. Available selections are based on the work you are performing.
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“And” logic means all fields/conditions/values must be met (for example, field 1 AND field 2).
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“Or” logic means at least one field/condition/value must be met (for example, field 1 OR field 2)
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“Not” logic is opposite of “And” (for example, field 1 only. If field 1 and field 2, then ignore).
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Contains a value
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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.