Gates
To update the destination shell templates with Gates setup:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Templates > Shells > Projects.
- In the Projects Templates log, select and open a project.
- In the left Navigator for the project, click Setup > Gates to open the Gates Setup log.
- Select an item, and click Update Shell Templates in the toolbar to open the menu. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History
The following explores each option in detail.
Shells Templates
If you select this option, the Select Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns such as Project Number, Project Name, Status, and so on.
Select the projects that you want to update and click Update in the toolbar. Review the message that is displayed in the Confirmation window.
Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.
If you click Yes, the push job gets initiated and the History log will show the job details. The Gates setup will be added or replaced in the destination shell template, upon successful completion of the update or push job.
If there are no existing Gates Setup in the destination shell template, a new Gates Setup will be added, and the information in the General, Settings, and Schedule tabs will be updated.
General tab:
The Setup Name, Description, and Status will be updated based on the source Gates Setup values.
The Status value (Active/Inactive) of the destination shell template Gates Setup will be updated with the source.
Settings tab:
All the phases in the Settings tab will be updated, and the Gates Setup condition elements will be added.
The Groups and Users associated with the additional Gates Setup information will be updated, and they will be added as shell template members if they do not exist. In the case of Groups, only the Groups names will be added.
The Email content and other additional Gates Setup in the Settings tab will be updated according to the Gates Setup information of the source.
Schedule tab:
The details related to the schedule runs of the Gates Setup will be updated with the Gates Setup information of the source.
The Gates Setup log information (such as Name, Status, Last Update Date, Creator, and Current Phase) will be updated with the Gates Setup information of the source.
The Last Update Date value will get updated to the current date and time.
If there are existing Gates Setup in the destination shell template, and the current status of the setup is Inactive, then the Gates Setup in the destination shell template will be updated, and the status will be updated based on the source Gates Setup.
All Other Shell Templates
If you select this option, review the message that is displayed in the Confirmation window.
Click Yes, if you want to update all the shell templates, or click No, to cancel your update.
History
If you click the History menu item, the Update Shell Templates: History window opens. This window shows the details—such as Requestor, Shell Templates, Submit Date, and so on—of the submitted update requests.
The History log provides details of each job by showing the actions performed as a part of Gates Setup push to the destination shell templates.
In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.
You can select an item in the list and click Open, from the toolbar, to see the details about that item.
See Also
Business Process and Workflow Setups
General Spends (SOV Structure)
Payment Applications (SOV Structure)
Reports (User-Defined Reports)
Last Published Wednesday, June 26, 2024