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

Edit

When you edit a text, usually a description or a note, in any RapidValue entity, you can:

  • Use text templates - A default text that you can apply automatically or manually.
  • Insert an image.


User User Set up text template Set up text template 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. 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. Select or clear the Apply initially to new records check box. 9. In the Sequence field, enter a number. 10. In the Description field, enter the template text. 11. Sub-task: Set up text template conditions. 12. Click Add condition. 13. In the Field name field, enter or select a value. 14. In the Condition field, select an option. 15. In the Value field, enter or select a value. 16. Close the page. Start Start Apply text template Apply text template 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. 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. Insert image in text Insert image in text You can insert an image in any formatted text field in RapidValue, for example, in a description or a note. This topic explains how to do so. Procedure 1. In this task guide, as an example, you add an image to the description of a solution. Click Business process management. 2. In the list, mark the selected row. 3. Click Edit. 4. Click Insert image in text. 5. In the list, mark the selected row. In the Copy image URL field, select and copy the URL. 6. Click OK and in the Description field, click Insert image. In the URL field, paste the URL and click OK. 7. Close the page. End End Use text template Insert image

Activities

Name Responsible Description

Set up text template

User

 		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.

Apply text template

User

 		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.

Insert image in text

User

 		You can insert an image in any formatted text field in RapidValue, for example, in a description or a note. This topic explains how to do so.

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