In the Term templates section, the buttons can be used to define new templates at term level and to edit and delete existing templates.
When creating a new instance, an empty term template is automatically set up and defined as default template.
Term templates are always linked to an entry template. Thus, the term templates are automatically available as soon as a certain entry template is selected when creating a new entry.
Due to the association of term templates with entry templates, you should always first select the desired template from the drop-down list "Entry templates" before creating a new term template. The selected association of a term template with an entry template cannot be adjusted retroactively.
The type of the term template can be determined in the lower pane of every term template. Across distinguishes unconditional templates and conditional templates. An unconditional template can be selected freely from the list of available templates when creating a new term. In contrast, a conditional template is linked to a specific picklist value at entry level.
If this picklist value is selected while creating an entry, the corresponding term template will automatically be used for the subsequent term creation. However, a different term template can be selected if necessary.
To be able to define a term template as a conditional template, there must be a picklist with picklist values at entry level, and this picklist must have been added as data category to the entry template to which the term template is to be linked.
When creating a new term, the default template is always preselected. But if necessary, a different template can be selected in the drop-down list.
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.