1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Activities

Apply text template
RapidValue task

You can apply text templates to new records. 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.


Apply text template automatically
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.
The applicable template is searched for based on:
  • Current table, formatted text field, and solution - Only text templates are applicable with the same table, formatted text field, and solution defined.
  • Sequence - If several text templates exist for the table, field, and solution combination, these are checked on the conditions, starting with the lowest sequence number.
  • Conditions - Only text templates are applicable which conditions match the settings of the current record. For example, a text template is only applicable for requirements with gap type Fit.
Only the first found text template, which settings matches the table, field, solution, and conditions, is applied.

Apply text template manually
You can manually apply text templates that meet the settings of the current record:
  • Current table, formatted text field, and solution - Only text templates are shown with the same table, formatted text field, and solution defined.
  • Conditions - Only text templates are shown which conditions match the settings of the current record. For example, a text template is only available for requirements with gap type Fit.
The steps in this topic explain how to manually apply a text template to a requirement. You can, in a similar way, apply text templates to other RapidValue entities with formatted text fields.


Standard procedure

1. Click Business process implementation.
2. Click the Requirements tab.
 

Note: You can, in a similar way, apply text templates to other RapidValue entities with formatted text fields.
3. In the list, find and select the desired record.
4. Click Edit.
5. On the Action Pane, click Manage.
6. Click Apply text template.
7. In the list, find and select the desired record.
8. Click OK.
 

Note: As a result, the selected text template is added to the related text field. If text exists in the text field, the text template is inserted above this text.
9. Close the page.

Notes

  • Text templates, as defined for reference solutions, are included in the search and can also be applied automatically or manually.
  • If you copy an existing record, text templates are not applied.

Related to Notes

Edit

 		 

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