IBM FileNet P8, Version 5.2            

Entry templates for new items

You must complete these steps for each entry template you create to add a new item:

  1. Select a folder for the new object.
  2. Set the properties for the new object.
  3. Set the security for the new object.
  4. Select a workflow for the new object (optional). You can select an existing workflow, or define a new workflow.
  5. Set the workflow properties (optional). Although this step is optional, the screen displays whether or not you are setting the properties. If you defined a new workflow, the Fixed Approval or Sequential Approval workflow entry templates display, based on the template you chose. If you did not define a new workflow, a pass-through screen displays, with no configurable fields. Click Next and move on to the next screen.
  6. Set Declare Records (optional for IBM® InfoSphere® Enterprise Records installations)*
  7. Select a folder for the new template.
  8. Set the properties for the template.
  9. Set the security for the template.
Note: You can create entry templates to associate with a folder for use with WebDAV. While the steps to create the entry template are the same, some of the settings in the template work differently with WebDAV. See Entry templates for WebDAV for more information.

The Author Record Entry Template Access site preference determines which users see this step.



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Last updated: March 2013
et_about_add_new_item.htm

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