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templates:templates [2014-04-08 15:42]
nicolas
templates:templates [2016-06-07 16:41] (current)
natalia.martinez [Conditional Actions]
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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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 Variables allow you to change some properties within a task (or several ones) whenever you create a template. Variables allow you to change some properties within a task (or several ones) whenever you create a template.
  
-The are several different variables, which you may or may not use, for different purposes and will let you define the following data about the task:+There are several different variables, which you may or may not use, for different purposes and will let you define the following data about the task:
  
   - **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}} 
 + 
 + 
 + 
 + 
 +===== Power Workflows ===== 
 + 
 +Many of you value Feng Office Templates a lot. They make work much more efficient and save tons of time. We love and use them a lot too – so we decided to improve them some more. The Power Workflows plugin adds many new possibilities to basic templates configuration. For more information on Power Workflows, please read [[:power_workflows|this article]]. 
 + 
 + 
 +**Important Note**: The Power Workflows plugin is only available on the Enterprise and Professional (optional) editions of Feng Office. 
 + 
 + 
 + 
 +  
 + 
 + 
 +===== Instantiating templates from e-mails ===== 
 + 
 +After Feng Office 3.2, you have the option of instantiating templates from an e-mail, making some processes much faster. 
 + 
 +STEPS: 
 + 
 +1 - Go to the edition view of the template you want to be able to instantiate from e-mails and select the option "Can instantiate from e-mails".  
 +If you wish to have the body and the subject of the e-mail automatically included on the tasks of the template, select the corresponding variables. Then, save the changes.
  
-===== Setting up a complex template (Real World) =====+{{:instanciar1.png?800}}
  
-Coming soon...+2 - When receiving an e-mail you will see the following option on the actions menu.
  
 +{{:instanciar2.png?800}}
  
-===== Creating your first project (processservice deliveryetc.) from a template =====+3 - You will then be redirected to the following screenwhen you will have to complete the required fields for the templateas you usually do.
  
-Lets see some examples of templates applied on real-life companies.+{{:instanciar3.png?}}
  
-We are going to see examples for: +Click on Create Tasks and the template will be instantiated. 
-  - Advertising agencies - Radio piece work order +
-  - Law firms - Preparing and Executing a business selling contract +
-  - Construction firms and Architecture studios - New construction project +
-  - Service delivery - New client process +
-  - Schools and Universities - New course development +
-  - Public agencies - Processing a building permit request+
  
-There are many, many more processes being defined with Feng Office templates. If you would like to share yours we would love to learn about it. Leave comment here, or a post at the Forum. If you are a Professional Edition Client we could publish the case study, if you want:-)+NOTE: If you classify the received e-mail into workspaceclient, project or folder, the instantiated template will keep the same classification
  
 ==== Advertising agencies - Radio piece work order ==== ==== Advertising agencies - Radio piece work order ====
templates/templates.1396982551.txt.gz · Last modified: 2014-04-08 15:42 by nicolas
 
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