In the Entry templates section, the buttons can be used to define new templates at entry level and to edit and delete existing templates.
Please note that when deleting an entry template, the term templates associated with this template will also be deleted.
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.
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.