Templates with Draft status
Note: The options described below are displayed based on BP type and the availability of the new user interface. The final template format is adjusted accordingly. All templates created by using the new user interface will keep the new format in the event of a subsequent edits.
When you open a template that is in draft status, Unifier displays the following toolbar options on the top right-hand section:
- Complete
- Save
- Menu Options ( )
Auto-create
Export Line Item Template
Print (HTML and PDF)
Reload
[BP name] Help
Close
When you finish drafting and click Complete, Unifier displays the Workflow [BP name] Details window. In this window, you can enter all the workflow information and click Save when finished. When you click Save, the toolbar options change to:
- Edit
- View Workflow
- Send
- Menu Options ( )
Templates with Complete status
Note: The options described below are displayed based on BP type and the availability of the new user interface. The final template format is adjusted accordingly. All templates created by using the new user interface will keep the new format in the event of a subsequent edits.
When the template status is marked as Complete, the template turns into read-only mode. If you decide to edit a template marked as Complete, you can open the template and click Edit. This action changes the status of the template to Draft. In this case, Unifier checks to see if there is any scheduled auto-creation for the template.
If a schedule is detected, Unifier displays a confirmation dialog box. If you click Yes, Unifier changes the template status to Draft and stops the scheduled auto-creation for the template; however, Unifier retains the previously entered scheduled runs information.
Creating a record from a template with Complete status
When you select a completed template and click Create Record, Unifier opens the Create New [BP name] and Workflow [BP name] Details window simultaneously. The fields in Workflow [BP name] Details window is populated with the workflow information that was stored at the time of drafting and subsequent completing of the template. The toolbar options change to:
- Send
The Create Record option replaces the Send option in the new user interface window.
- Save
- Menu Options ( )
If you click Cancel in the Workflow [BP name] Details window to work in the Create New [BP name] window in order to make necessary changes, or to review the record information, you must click Send to route the record to the next step. In these two scenarios:
- The Workflow [BP name] Details window opens, but the fields will not be populated with the workflow information that was stored at the time of drafting and subsequent completing of the template.
- You must re-enter the workflow details as Unifier treats this instance as a one-time creation.