IBM FileNet P8, Version 5.2            

Work with entry templates

Entry templates save you time by providing default information to streamline the process of adding new objects. The template can specify the location, class, property values, and security for the new item. To speed up the entry process, the template can hide specific wizard pages and use the predefined values from the template definition. The template can also launch a workflow when the item is added. You can use an entry template to add documents and folders. The person who designed the template determines which information you need to supply and which of the standard wizard pages you see.

For example, Marie's department frequently adds status reports to the Forecasts object store. These documents are always filed in the same folder, using the same document class, with the same security. The only thing that changes are property values for the project name and the date of the report. Marie can design an entry template that automatically provides the information for the object store, the folder, the default (unchanging) property values, and the security. When Luis adds a document using the new template, he needs to set only the property values for the project name and the date of the report, and locate the local file to add.

In Workplace XT, an entry template can be associated with a specific folder. When you add an object to a folder with an associated entry template, the entry template is automatically used instead of the standard wizard. If more than one entry template is associated with the folder, you can select the entry template you want to use. See Associate entry templates with folders for more information about associating entry templates.

The entry template used when a document is added specifies whether the entry template is also used for subsequent checkins. When you check in a document under control of an entry template, the entry template designer determines whether you can view or change the document properties and security settings. Because the latest version of the entry template is always used, the document class used by the entry template might change after the document is initially added.

If your site has installed IBM® InfoSphere® Enterprise Records, you can use a Declare As Record entry template to speed up the process of declaring a document as a record. For more information, see Documents and record management.



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Last updated: March 2013
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