Entry templates

In the Entry templates section, the buttons can be used to define new templates at entry level and to edit and delete existing templates.

When creating a new instance, an empty entry template is automatically set up and defined as default template (see below).

The Data Categories section contains the data categories assigned to the template. The user can use these data categories when creating a new entry.

To add a new data category to a template, select the category from the drop-down list in the lower part of the screen and click Add Data Category. The list contains all data categories created in the subsections of the crossTerm settings at entry level.

Apart from normal data categories (text fields and picklists), groups of data categories can also be added to templates. The main data category of the group is displayed in the drop-down list. This category can be assigned to the template like normal data categories. In this way, all other elements of the group will automatically be added to the template.

By activating the checkboxes in the Mandatory column, you can determine that the corresponding data categories must be processed when creating entries. In the user interface, these are marked with a red asterisk (). If the mandatory categories are not processed when creating a new entry, an error message will be displayed when you try to save it.

Using the and icons, you can sort the data categories in the order in which they are displayed when creating and editing entries. However, the order of the data categories during the display of entries e.g. in the crossTerm Manager is controlled via crossTerm layouts.

There is a button for defining one of the existing entry templates as default template. The default template is marked with the icon.

When creating a new entry, the default template is always preselected. But if necessary, a different template can be selected in the drop-down list.

Controlling the Availability of Entry Templates

The availability of entry templates when creating entries is controlled by the rights in the Entry templates subsection of the crossTerm section of the user group rights. By default, a new entry template is available for all user groups.