The Form Templates function on the Object Definitions tab of the Admin Page is available for Portal Administrators to manage Microsoft Word templates that are used for printing data collected via Workflow Data Collection used within the iSite Task Order Request Workflow module.  Administrators can add new Form Templates, edit existing Form Templates and delete Form Templates.


Availability

Users with any of the following Permissions may manage Form Templates:


Navigation

Global Navigation Bar > Admin > Object Definitions > Form Templates


What is a Form Template?

Form Templates give the ability to provide multiple display or entry layouts to an Estimate which can display subsets of information that was entered into the Master Estimate.  For instance, you may want to create a read-only View that only shows a Total for Labor, ODC and Grand Total and omit details.  You may also want to create an entry View that just allows for the entry of Labor, even for a specific type of Labor, such as Prime Labor only.


Form Template Maintenance Functions

The following functions are available when performing Form Template Maintenance


 

Properties of a Form Template

A Form Template has the following properties:


  • View Type
    • Entry
    • Read Only
  • View Name
  • Description
  • Display Layout XML
  • Audience


The Form Templates List

The Form Templates list displays the Templates that are configured and assigned to the iSite License.  The list will display the following information:


  • Template Name
  • Description
  • Original File Name
  • Last Updated


How to Use the Form Templates List

  1. Click on the Template Name in the list whose information you would like to edit.


How to Add a New Form Template

  1. Click the Add New Form Template button in the toolbar.
    1. In the drop-down menu, select one of the following Document Template Types
      1. Document-centric
      2. Data-centric
  2. In the Properties section, fill in the specified properties for the new Form Template:
    1. Name
    2. Description
    3. Object Type
  3. For Document-centric Form Templates...
    1. In the Function Attributes, section, select one or more Function Attributes that are associated with the Form Template that will be used to merge data into the completed Form.
  4. For Data-centric Form Templates
    1. In the Form-Entry Display XML section, enter the Form-Entry Display XML that will be used to control the display of Form Entry components for the Form Template.
  5. In the Form Template File section, select the Microsoft Word 2010 (or higher) document that will be used for the Template File
  6. Click the Create Form Template button to create the new record or click the Cancel button to abort the creation process.


How to Edit an Existing Form Template

  1. In the Form Templates List, select the record to be edited by clicking the Template Name.
  2. On the Properties tab, fill in the specified properties for the Form Template.
    1. Name
    2. Description
    3. Object Type
    4. Custom Attributes
  1. In the Form Template File section, you can optionally perform one of the following functions:
    1. Click the View/Download link to download the stored Form Template to your Browser for viewing.
    2. Click the Replace link to replace the stored Form Template with an updated or new version.
    3. Click the Delete link to delete the stored Form Template.
  2. Click the Update Form Template button to update the record or click the Cancel button to abort the editing process.


Deleting Form Templates

Deleting a Form Template is a permanent change and cannot be reversed.  Proceed with caution.


How to Delete a Form Template

  1. In the Form Templates List, select the record to be deleted by clicking the Template Name.
  2. In the Form Template Maintenance page, click the Delete this Form Template... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


The selected Form Template will be permanently deleted from iSite.


How to Delete Multiple Form Templates

  1. In the Form Templates List, click the check box next to each record that you want to delete.
  2. Click the Delete Form Templates... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.


The selected Form Templates will be permanently deleted from iSite.


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