IBM FileNet P8, Version 5.1.+            

Entry Template Designer

The Entry Template Designer is a wizard that walks you through each step of creating an entry template. If your site has IBM® InfoSphere™ Enterprise Records installed and enabled, you can also create entry templates for declaring documents as records. The template can specify the location, class, property values, and security for the new object or record. Additionally, you can hide specific wizard pages to speed up the entry process or to prevent users from seeing the preset values.

You can create an entry template that launches a workflow when the new object is added or subsequently checked in. The workflow can be automatically or manually launched. You can use the built-in Fixed Approval or Sequential Approval Workflow, or you can use an existing workflow already available in an object store.

See Work with entry templates for more information.

To start the Entry Template Designer wizard:

  1. Click Tools > Advanced Tools > Entry Templates. Click Add to add a new template or Modify to modify an existing template.
  2. Select the type of entry template to create or modify, and then complete the steps for the Entry Template Designer wizard. If you are modifying an entry template, you can jump to any step by clicking the name of the step.


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Last updated: July 2011


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