IBM FileNet P8, Version 5.2            

Configure entry templates

A Workplace XT administrative user can associate an entry template with a specific Workplace XT folder using the WebDAV option in Workplace XT site preferences. If the entry template has a workflow associated with it, the workflow is launched when the user adds a document to the folder via a WebDAV client.

Only one entry template can be associated with a specific folder. However, a specific entry template can be associated with multiple folders.

To add a new folder in Workplace XT:

  1. Log in to Workplace XT.
  2. Select an object store name for the folder.
  3. If needed, navigate through the folders to select the appropriate location for the new folder.
  4. Click Add Folder, and complete the Add Folder wizard steps. Click Help if you need explanations for the wizard steps.

To associate an Entry Template with a folder:

  1. Log in to Workplace XT as a user who is a member of the Application Engine Administrators access role.
  2. Navigate to Admin Tools and select Site Preferences.
  3. Select WebDAV Preferences > General.
  4. Click Select New Folder, and then click the folder that will be used for the association.
  5. Click Entry Template, and then select the entry template to be used. Click Apply.
  6. Click Exit.

To delete an Entry Template Association:

  1. Log in to Workplace XT as a user who is a member of the Application Engine Administrators access role.
  2. Navigate to Admin Tools and select Site Preferences.
  3. Click WebDAV Preferences > General.
  4. Click Delete Association.
    Important: There is no confirmation when this option is selected.
  5. Click Apply.
  6. Click Exit.


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Last updated: March 2013
wd_configure_entry_templates.htm

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