Mass Maintenance

Activate the Template

After creating a template, a Template Administrator must activate the template before it can be used for posting a request.

A template cannot be activated if:

  • It has not been generated.

    NOTE: Until the template has been generated, the ACTIVATE/DEACTIVATE button is disabled. Generate a template on the Vertical View of the Templates page on the General tab. For non-custom templates, click Generate. For custom templates, click Generate Custom.

  • Role dependencies have not been set up for all of the template roles.

    NOTE: When the Template Administrator clicks the Activate button on the Templates page, Mass Maintenance validates the role dependencies for the template. Each role assigned to the template must either be dependent on another role assigned to the template, or must have a dependency on another role assigned to the template.

  • No columns in the spreadsheet have been mapped to the template columns on the Template (External Request Scenario Column) page if the template uses an external request scenario that creates Excel-initiated requests. Refer to Map Columns from the Template to Columns from the Spreadsheet  for more information.

To activate a template:

  1. Click Team in Navigation pane.
  2. Click Templates for a team.
  3. Click ACTIVATE/DEACTIVATE for a template.

NOTE: If a template is active, a green icon displays and the ACTIVE column contains a check mark. If the template is inactive, a red icon displays and the ACTIVE column is blank.

NOTE: A warning message may display: “No archive page ID has been set for this Template. Users will not be able to access the Archived records via the WebApp until a value is set." If necessary, set the archive page ID on the Templates page’s Vertical View on the Advanced tab.

NOTE: An active template cannot be modified.

NOTE: Once a template has been activated and there are active requests for the template, it cannot be deactivated. To make changes to template configuration, either finish the requests and deactivate the template, Modify an Active Template in Developer Mode, or delete all requests for the template (on the Templates page’s Vertical View, on the Advanced tab, click Delete All Requests).