Rules
To update the destination shell templates with Rules 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 Rules to open the Rules log.
- Select an item, and click Update Shell Templates 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 Rules setup will be added or replaced in the destination shell templates.
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 Rules 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.
You have the option to click the Cancel Request option, from the toolbar, if the request is not in progress or has not been completed.
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