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templates:templates [2014-04-08 15:42]
nicolas
templates:templates [2015-01-27 14:43] (current)
natalia.martinez [Using a template]
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   - Variables (or parameters)   - Variables (or parameters)
  
-{{:templates:New_Template_screen.png?700}} +{{:Template1.png?800}} 
 ==== Name ==== ==== Name ====
  
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-{{:templates:new_template_eng3.png?500}}+{{:new_template_eng3.png?500}}
  
 === User Variable === === User Variable ===
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 The **Text** or **String** Variable is used to add a text parameter to the template later on when we apply it. The **Text** or **String** Variable is used to add a text parameter to the template later on when we apply it.
- 
  
 ===== Setting up a simple template (New Client Recording) ===== ===== Setting up a simple template (New Client Recording) =====
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 2) Select the Templates Icon 2) Select the Templates Icon
  
-{{:templates:templates_icon_eng.png}}+{{:Template2.png}}
  
 3) Choose to add a **new Template** 3) Choose to add a **new Template**
  
- {{:templates:new_template_eng1.png}}+ {{:Template3.png}}
  
 ==== Adding the tasks ==== ==== Adding the tasks ====
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 Click on **Add a new task to this template** as shown below Click on **Add a new task to this template** as shown below
  
-{{:templates:template_new_task.png}}+{{:Template4.png}}
  
 Now you just need to fill in certain information such as: Now you just need to fill in certain information such as:
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 Please note you may even create repeating tasks as well (but in this case it will ask for a start or due date). Please note you may even create repeating tasks as well (but in this case it will ask for a start or due date).
  
-{{:templates:template_new_task2.png?700}}+{{:Template5.png?800}}
  
 Once the tasks have been added, you may proceed working on their variables.  Once the tasks have been added, you may proceed working on their variables. 
 Please note you may also add subtasks, edit the ones you have created or even delete them as well. Please note you may also add subtasks, edit the ones you have created or even delete them as well.
  
-{{:templates:templates_tasks.png?800}}+{{:Template6.png?800}}
 ==== Adding the Variables ==== ==== Adding the Variables ====
  
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 Once the tasks have been added, click on the **Edit variable** button and start adding the new variables, selecting which field of the task you will be changing: Once the tasks have been added, click on the **Edit variable** button and start adding the new variables, selecting which field of the task you will be changing:
  
-{{:templates:new_template_eng5.png}}+{{:Template7.png?800}}
  
 **Assigned to**: **Assigned to**:
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 We will be able to select a Fixed or Parametric User, as shown below. Note that you should select parametric, so that you can later on select the right user We will be able to select a Fixed or Parametric User, as shown below. Note that you should select parametric, so that you can later on select the right user
  
-{{:templates:new_template_user_parameter_eng2.png}}+{{:Template8.png?800}}
  
 **Start Date or Due Date**: **Start Date or Due Date**:
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 We will be able to select a Fixed or Parametric date, as shown below. Note that you should select parametric, so that you can later on select the amount of days after or before the date you will be selecting We will be able to select a Fixed or Parametric date, as shown below. Note that you should select parametric, so that you can later on select the amount of days after or before the date you will be selecting
  
-{{:templates:new_template_date_parameter_eng2.png}}+{{:Template9.png}}
  
 **Text parameter**: **Text parameter**:
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 We will be able to select a specific text to add into the task. This must be done carefully as shown below We will be able to select a specific text to add into the task. This must be done carefully as shown below
  
-{{:templates:new_template_string_parameter_eng2.png?500}}+{{:Template10.png?500}}
  
  
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 They should be looking as following for the first task for instance: They should be looking as following for the first task for instance:
  
-{{:templates:new_template_eng6.png}}+{{:Template11.png?800}}
  
 Now, lets see the whole screen when we add parameters in all the other tasks as well: Now, lets see the whole screen when we add parameters in all the other tasks as well:
  
-{{:templates:new_template_eng7.png?700}}+{{:Template12.png?800}}
  
 Once we are done, we must click on **Add template** at the top or bottom of the screen, and we will see it in the template list: Once we are done, we must click on **Add template** at the top or bottom of the screen, and we will see it in the template list:
  
-{{:templates:new_template_eng8.png}}+{{:Template13.png}}
  
 ==== Using a template ==== ==== Using a template ====
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 If we want to record it as such, in order to do so we will create the tasks through the previously created template: If we want to record it as such, in order to do so we will create the tasks through the previously created template:
  
-{{:templates:apply_template_eng1.png}}+{{:Template14.png?800}}
  
 Then, we will be asked for the parameters we created for that specific template, so we must fill in this information. Then, we will be asked for the parameters we created for that specific template, so we must fill in this information.
  
-{{:templates:apply_template_eng2.png}}+{{:Template15.png}}
  
 After adding this information, those parameters (or variables if you prefer to call them this way) will be replaced accordingly for the ones we previously set up in the template creation. After adding this information, those parameters (or variables if you prefer to call them this way) will be replaced accordingly for the ones we previously set up in the template creation.
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 **A lot of time has been saved!!!** **A lot of time has been saved!!!**
  
-{{:templates:apply_template_eng3.png?700}}+{{:Template16.png?800}}
  
 ===== Setting up a complex template (Real World) ===== ===== Setting up a complex template (Real World) =====
templates/templates.1396982551.txt.gz · Last modified: 2014-04-08 15:42 by nicolas
 
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