Creating Item Template Lists
The third and last step in setting up configurable item templates is to define your template lists using the List Maintenance component. By combining different field group templates and value group templates into a template list, you can create a structure (configurable template) for adding a particular type of item. For example, you can have one template list for adding large spray paint cans and another template list for adding small spray paint cans. Each template list would contain the fields necessary to add this type of item, the rules for each field, and the default values to be used. Template lists enable the user or program to quickly and efficiently add new items by populating multiple item tables at once, across several different components.
Each template list is uniquely identified by a SetID and item template list ID combination. The List Maintenance component includes two pages:
The Item Template Group List page defines a template list by combining field group templates with value group templates. Additional settings on this page enable the template list to be used by the Item Loader process.
The Item Template Permission page applies security to this component and the Item Add component so that templates are only used by authorized personnel.
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Page Name |
Definition Name |
Usage |
|---|---|---|
|
ITM_TML_LST |
Create configurable template lists by combining field group templates and value group templates. |
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ITM_TML_LST_SEC |
Identify the user IDs and user roles who can maintain the configurable template list displayed in this component and use this list to add items using the Item Add component. |
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List Permission Maintenance Page |
ITM_TML_LSTSEC_MNT |
Define security access to one or more existing template lists by identifying the user IDs and user roles who can maintain the template list or use the list to add items using the Item Add component. This page is designed for an advanced user who would maintain security for many different template lists. Most users should not have access to this page. This page uses the same fields as the Item Template Permission page. |
Use the Item Template Group List page (ITM_TML_LST) to create configurable template lists by combining field group templates and value group templates.
Navigation:
This example illustrates the fields and controls on the Item Template Group List page. You can find definitions for the fields and controls later on this page.
Use the Item Template Group List page to build your template list IDs. Each template list is a combination of field group templates and value group templates that together define the fields, rules, and default values to add a particular type of item.
Field or Control |
Description |
|---|---|
Effective Date |
Enter the date that this template list should become active. |
Description |
Enter a description of the template list, for example, the type of item to use this template list ID. |
Copy SetID Sub Items to BU (copy SetID sub items to business unit) |
Select this check box to add substitute items from the SetID Level to each business unit added. Substitutes can only be used for online pages. The Item Loader process cannot use substitutes from the configurable item template. |
Add Existing Items to New BU (add existing items to new business unit) |
Select this check box to use this template list to add items to new business units when the items already exist at the SetID level. In this case, the template list would only use the business unit level template groups. |
Allow in Batch |
Select this check box to enable the template list ID to be used by the Item Loader process; for example, when loading items using the Item_Sync EIP or the IN_MST_ITM_XLS component interface. |
Item Loader Value Override |
Select to enable the default values on this template list to override default values entered on the Item Loader process page. The Item Loader default values are only overridden if a corresponding default value is entered on the template. |
Validate |
Click the Validate button to select all fields within this template list that require default values when using the Item Loader process. If the value group templates do not contain default values for these fields, then an error message appears with the field names. |
Template Group |
Select the template groups to be used on this template. By row, the value entered in this field determines the available options in the next two columns (Item Fields Template ID and Item Values Template ID). The system requires that you add the Master Item Group template group if you are adding any other SetID-level template groups. In addition, the system also requires that you add the Business Unit Item Group template group if you are adding any other business unit level template groups. |
Item Fields Template ID |
Enter the field group template to be used. |
Item Values Template ID |
Enter the value group template to be used. |
Description |
Displays the template description from the value group. |
View & Modify Values |
Click this link to access the template ID for the value group template listed in this row. On the value group template, you can review the default values and change the fields that were defined as modifiable on the corresponding field group template. If you have multiple default values for one field, for example, business unit on the Master Items Value page, then you can change the existing default values but you cannot insert new rows or delete rows. |
Add Item |
Click this link to go to the Item Add-Master Item page, where you can use this template list ID to manually add new items. |
Use the Item Template Permission page (ITM_TML_LST_SEC) to identify the user IDs and user roles who can maintain the configurable template list displayed in this component and use this list to add items using the Item Add component.
Navigation:
This example illustrates the fields and controls on the Item Template Permission page. You can find definitions for the fields and controls later on this page.
The Item Template Permission page applies security to this component and the Item Add component so that templates are only used by authorized personnel. Use the Item Template Permission page to identify the users or user roles who can:
Alter the configurable template list.
Use the configurable template list to add an item using the Item Add component.
For one individual row identify the security privileges of one user role or one user ID, but not both. For each row, you must select at least one of the check boxes; Maintain List or Add Item.
Field or Control |
Description |
|---|---|
Role Name |
Enter a user role authorized for this item template list. |
User ID |
Enter a user ID authorized for this item template list. |
Maintain List |
Select this check box to enable the user role or user to change this item template list ID. Template lists are added or changed using this component, the List Maintenance component. If a user does not have Maintain List authority for a particular item template list, then the user cannot access the list using the List Maintenance component. |
Add Item |
Select this check box to enable the user role or user to use this list to add items using the Item Add component. The Item Add component can be accessed using the PeopleSoft menu or by using the Add Item link on the Item Template Group List page of this component. |
Change Item |
(for future use) |