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Templates

Templates

Owned by Ben Clark
Last updated: Jul 13, 2023
3 min read

The Templates screen shows the templates currently available to you to build your rules. The templates available are governed by your user permissions and the client and template type selections at the top of the screen.
Public or Templates belonging to mixed clients can be distinguished by the Client column.

Templates Main Screen

 

The Templates screen has the following columns which are available through the columns selection option at the top right:

  • Icon - Icon to represent the Template and what it has been built to do.

  • Template Name: Name of the Template. Where a help link has been provided for the Template a ? icon will show. This provides a link directly through to help explaining what the Template is for. This is set when the Template is uploaded.

  • Client: Client holding the Template

  • Last Modified: When the Template was last modified. Updating the Template is a modification.

  • Version: What version of the Template is currently available by default (Rules may be running using earlier versions).

  • Parameters: Shows the Parameters that are contained within the Template. Clicking the number opens a popup showing the parameters it contains.

  • Data Grids: This shows the Data Grids that are contained within the Template. Clicking the number opens a popup showing the parameters it contains.

  • Inputs: Shows the Inputs to the Template

  • Outputs: Shows the Outputs from the Templates

  • Switch Cases - Shows the number of Switch Cases built into the Template

  • Service Cost - Shows the current service cost set for this template

 

Single clicking on the Template opens a side panel displaying the Template details. You can use the curser keys to move up and down through the templates reviewing how they work and how they should be used by reading the description and clicking on the help.

Turning of Outputs and Inputs

Depending on how your Templates have been built they may contain logging and other non-core outputs. It's very unlikely that you will need to link to other Templates from these Outputs, so we have provided the ability to turn these Outputs off in the Templates screen.

Simply right click on the Template to open the menu select the Outputs tab and deselect the Outputs that are not needed within Rule Designer. The same process works for Inputs. These can be turned back on again either here or in Rule Designer.

Template Screen Context Menu

 

Right clicking on a template provides five options.

  • Open: Opens the Template configuration screen. This is also available by double clicking on the Template row.

  • Create Rule: Creates a new rule with this Template as the start tile.

  • Download: Downloads the Templates as a KTR file

  • Open in Template Builder: Opens the template directly in Template builder

  • Delete: Deletes this template

 

 

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