You can define an unlimited number of folders for templates, Active Content, and
Message Content.
A folder name can contain up to 255 characters. Folders can be
located at the root level or nested in other folders. Folder settings apply to the
folder sub-levels, including templates, Active Content, and Message Content. Specifying
settings at an individual level override higher nested settings. Templates and Active
Content cannot be published independently together in one folder.
When the front-office user creates a new document, the
document version is used. The same version is retained throughout the document life
cycle even if the template is updated.
Templates are automatically given a unique version identifier.
Template metadata can be used to retrieve templates by effective date.
Templates can be exported from the content repository, (for example, for diagnostic
purposes), or migrated to another environment (for example, test or production).
Template export does not export the related Key Map or Active Content. In order to use a
template in other environments, you must export all related key maps and Active Content
separately.
Note: A template cannot be deleted if it is referenced by another work
item.
To create a new folder:
From the Templates tab, in the tree view click the template parent
folder.
To create a parent folder, hold
CTRL and click to deselect all folders. Then you can
create a new folder at the root. You can also right-click and select
Create Folder at Root.
Click New and select Folder from the menu.
The Create
Folder dialog box is displayed.
Enter the folder name and select the folder type.
There are three types: Template, Active Content, and Message Content.
The document class defines the metadata, and is retrieved from the root folder.
You can override the metadata after you have created the folder.
Templates tab folder
options:
Access Rights: Add and
remove users to the Selected
pane, using the left or right arrow buttons.
If you
Override inheritance, the template is unchanged even
if you update properties in the child folder level. If all access rights are
removed, the template inherits its rights from the groups associated with the
current community.
Delivery Options: Add
delivery options to the Selected
pane, using the left or right arrow buttons.
If the delivery option is missing
resources, the tick icon next to the delivery option name for the template is
replaced by the exclamation icon. If you all delivery options are removed from
a template, the template inherits the delivery options of the parent folder.
For more information about missing resources, see Resources. Note that templates within a folder inherit delivery
options assigned to that folder only if the template supports the delivery
option.
Retention Rules: Apply to a
template or folder from the Retention
Policy list.
Version : Change a folder
version.
Click Set Value to open
the Metadata Details dialog
for updating metadata values.
Missing resources can be resolved by exporting the resource list to Designer, and re-importing the template into EngageOne Administration. Click
Show missing resources only to
filter the list to show resources missing from the template or Active Content. For
more information, see Resources and the Designer User's Guide.
To cut and paste a template:
In the tree view, locate the template you want to remove or move.
Click Edit/Cut.
Locate the template folder to move the template.
Click Edit/Paste.
To rollback to a previous version:
Select a template, and click the Version tab.
Highlight the version you want to rollback to, and click the Rollback button.
This makes a copy of the template version. The copy becomes the newest
version, and the process is be recorded in the Comments field.
To delete a version of a template: If appropriate, you can highlight multiple versions, when you click
Delete all highlighted versions are deleted.
To delete a version of a template:
Select a template, and click the Version tab.
Highlight the version to delete, and click the Delete button.
To delete a template, locate the template to delete, and select Edit/Delete.
