Seeded templates cannot be updated or deleted. The Update and Delete icons for these templates are disabled. If you wish to modify a seeded template, duplicate it, then modify the template file of the duplicated entry. You can then End Date the seeded template if you do not wish it to be available to your users.
Copying a Template:
Use the Search region to find the template you wish to copy. From the search results table, select the Duplicate icon for the template to launch the Copy Template page.
Code – Assign a template Code using the product short name and a descriptive ending. (The Code assigned must have the same prefix in the name as the seeded templates’ code.)
Name – Enter a user-friendly name for your template.
Application – Select the report’s application from the LOV.
Source Template Name – (Not updateable) Displays the name of the template you are duplicating.
Use the following steps:
You must remove any incorrect duplicates of the template/report that you are trying to copy by end dating them on the same day they where created.
1. Go to XML Publisher Responsibility > Templates.
2. Use the search engine to find the template you wish to copy.
3. Click on the link for the copy previously created.
4. Click the Update button and enter an end date into the End Date field. (Use the creation date to completely remove the incorrect copy.)
5. Repeat this for every incorrect copy that may exist.
If you have previously end dated the seeded template, remove the end date.
1. Go to XML Publisher Responsibility > Templates.
2. Use the search engine to find the template and change the Active field to "No".
3. Click on the link for the seeded report.
4. Click the Update button and remove the end date.
After making your modifications by downloading a copy of the seeded template or creating a new file, create a duplicate of the seeded template.
1. Use the search engine to find the template you wish to copy. The seeded report should now display.
2. Click the "Duplicate" icon next to the seeded report.
3. Change the required Code field from Copy of XXXX to XXXX2. For example, if your seeded templates’ code was ‘BENSSCNF’, then for the duplicate template, one of the possible codes could be ‘BENSSCNF2′ (basically any code prefixed with ‘BENSSCNF’). Also, note that these codes are non-updateable, so make sure to rename them while duplicating the template itself.
4. Change the required Name field and click the Apply button.
5. Click the Add File button and upload the new or customized replacement file.
6. Click the Update button and change the Default file, if necessary.
7. Alter the copy start date, if necessary. This date will coincide with the date used to end date the seeded template.
8. Go back to Templates and find the seeded report you have duplicated.
9. Click the link for the seeded template and click the Update button.
10. End date the seeded template.
11. Generate the report in the application. The generated report should reflect your duplicate.
Copying a Template:
Use the Search region to find the template you wish to copy. From the search results table, select the Duplicate icon for the template to launch the Copy Template page.
Code – Assign a template Code using the product short name and a descriptive ending. (The Code assigned must have the same prefix in the name as the seeded templates’ code.)
Name – Enter a user-friendly name for your template.
Application – Select the report’s application from the LOV.
Source Template Name – (Not updateable) Displays the name of the template you are duplicating.
Use the following steps:
You must remove any incorrect duplicates of the template/report that you are trying to copy by end dating them on the same day they where created.
1. Go to XML Publisher Responsibility > Templates.
2. Use the search engine to find the template you wish to copy.
3. Click on the link for the copy previously created.
4. Click the Update button and enter an end date into the End Date field. (Use the creation date to completely remove the incorrect copy.)
5. Repeat this for every incorrect copy that may exist.
If you have previously end dated the seeded template, remove the end date.
1. Go to XML Publisher Responsibility > Templates.
2. Use the search engine to find the template and change the Active field to "No".
3. Click on the link for the seeded report.
4. Click the Update button and remove the end date.
After making your modifications by downloading a copy of the seeded template or creating a new file, create a duplicate of the seeded template.
1. Use the search engine to find the template you wish to copy. The seeded report should now display.
2. Click the "Duplicate" icon next to the seeded report.
3. Change the required Code field from Copy of XXXX to XXXX2. For example, if your seeded templates’ code was ‘BENSSCNF’, then for the duplicate template, one of the possible codes could be ‘BENSSCNF2′ (basically any code prefixed with ‘BENSSCNF’). Also, note that these codes are non-updateable, so make sure to rename them while duplicating the template itself.
4. Change the required Name field and click the Apply button.
5. Click the Add File button and upload the new or customized replacement file.
6. Click the Update button and change the Default file, if necessary.
7. Alter the copy start date, if necessary. This date will coincide with the date used to end date the seeded template.
8. Go back to Templates and find the seeded report you have duplicated.
9. Click the link for the seeded template and click the Update button.
10. End date the seeded template.
11. Generate the report in the application. The generated report should reflect your duplicate.
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