You can set up text templates. A text template is a default text that you can apply automatically or manually. You can use a text template in a formatted text field, usually a description or a note, of the defined RapidValue entity.
1. | Click Business process modeling. |
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Note: You can also set up text templates from the: |
2. | Click Text templates. |
3. | Click New. |
4. | In the Text template field, type a value. |
5. | In the Table name field, select an option. |
6. | In the Field name field, select an option. |
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Note: If the defined table has but one formatted text field, you can skip this step. |
7. | In the Solution field, enter or select a value. |
8. | The Apply initially to new records check box defines when a text template is applied automatically. - If this check box is: Selected, the text template is applied directly when you initialize the creation of a new record. So, the text template is directly inserted after you click New. - Cleared, the text template is applied when you save a new record. If text exists in the text field, the text template is inserted above this text. |
  | Select or clear the Apply initially to new records check box. |
9. | You can define a sequence number. This defines the sequence in which applicable text templates are searched for and applied. |
  | In the Sequence field, enter a number. |
10. | In the Description field, enter the template text. |
11. | Sub-task: Set up text template conditions. |
11.1 | Click Add condition. |
11.2 | In the Field name field, enter or select a value. |
11.3 | In the Condition field, select an option. |
11.4 | In the Value field, enter or select a value. |
12. | Close the page. |
Related to | Notes |
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Edit |
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