You can set up text templates. A text template is a default text that you can apply automatically or manually. You can use a text template in a formatted text field, usually a description or a note, of the defined RapidValue entity.

For each text template, you:
  • Define the table and formatted text field to which it applies.
  • Define when it is applied. You can have a text template applied on initialization or on save of a record.
  • Can define a sequence number. This defines the sequence in which applicable text templates are searched for and applied.
  • Can set up conditions that define in which cases the template is applicable.


Standard procedure

1. Click Business process modeling.
 

Note: You can also set up text templates from the:
- Business process implementation workspace
- Business process testing workspace
- RapidValue menu

2. Click Text templates.
3. Click New.
4. In the Text template field, type a value.
5. In the Table name field, select an option.
6. In the Field name field, select an option.
 

Note: If the defined table has but one formatted text field, you can skip this step.

7. In the Solution field, enter or select a value.
8. The Apply initially to new records check box defines when a text template is applied automatically. - If this check box is:
Selected, the text template is applied directly when you initialize the creation of a new record. So, the text template is directly inserted after you click New.
- Cleared, the text template is applied when you save a new record. If text exists in the text field, the text template is inserted above this text.
  Select or clear the Apply initially to new records check box.
9. You can define a sequence number. This defines the sequence in which applicable text templates are searched for and applied.
  In the Sequence field, enter a number.
10. In the Description field, enter the template text.
11. Sub-task: Set up text template conditions.
  11.1 Click Add condition.
  11.2 In the Field name field, enter or select a value.
  11.3 In the Condition field, select an option.
  11.4 In the Value field, enter or select a value.
12. Close the page.
Related to Notes

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