Create a class template

You can create a new class template manually or by copying an existing template that is the same class as the new template.

To manually create a class template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Configurable Modules.
  3. On the right pane, expand Administration Mode Access and then expand General Administration.
  4. In the left Navigator, select the configurable manager. The templates log for the classes opens.
  5. Click the New button. Select the class for which you want to create the new template. The Properties window opens. Complete the window as described in the following table and then click OK.

In this field:

Do this:

Title

Enter the name of the sheet, which reflects the class name and is read only.

Description

Enter an optional description.

Display Mode

Choose one of the following:

  • Tree: Lists the codes in a hierarchical manner based on the code segments, mimicking the tree structure in the Navigator.
  • Flat: Lists the codes in a flat structure.

Picker

Choose one of the following to include:

  • All Records: All records created in the class are displayed on the sheet.
  • Records with statuses: Only records of the selected status are displayed on the sheet. Click Select and choose one or more statuses from the list.

To copy an existing template:

  1. To copy a template from the company level, select a class template from the log, click Copy, and then select Template. The Properties window opens with the information from the original template.
  2. To copy a template from the project/shell level, click Copy, and then select Project or shell name.
  3. Make changes as needed and click OK to save the new template.

To access configurable manager class templates:

  1. In Admin mode, go to the Company Workspace tab, select Company, select Templates, and then select Configurable Modules.
  2. In the left Navigator, select the configurable manager. The templates log for the classes opens.

To search for a class template:

In the class template log, click Find. You can search for the template based on the fields available on the form used for the template. These fields vary depending on the design.


Last Published Tuesday, April 8, 2025