Mass Maintenance
Link a Template to a Page
A custom template can be linked to a page in another component, so that page can be used in the request workflow.
To link a template to a page in another component:
- Select Team on the Navigation pane.
- Click Templates for a team.
- Click Roles for the custom template.
- Click Vertical View for the role that should access this page.
- Click Page Setting tab.
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Click the Custom Page check box to enable it.
NOTE: Once the check box is enabled, the Web App ID and Page ID list boxes become visible.
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Click Edit.
View the field descriptions for the Template (Role) page's Vertical View.
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Select an option from the Web App ID list box.
NOTE: The Web App ID is the component that contains the page.
- Select the custom page name from the Page ID list box.
- Click Save.
- Click the General tab.
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Click Generate Custom.
NOTE: Clicking this icon is required, and must be performed before requests can be added and processed for the template.
- Click Activate.
Add requests for the custom template following the steps outlined in Create Requests.