Template Management

As a Template Manager you will:
  • associate workflows to the templates and folders you are responsible for.
  • view workflows associated with the templates and folders you are responsible for and be aware of:
    • Workflows volumes when a document is created.
    • Invalid conditions defined for templates you are responsible for.
      Note: If your workflow is triggered based on a variable that has since been removed in the template's design, an invalid condition will be raised.

    Refer to Working with folders and templates and Workflow tasks for further information.

  • where applicable, make template/video associations and map data fields from the template's data definition to corresponding EngageOne Video data inputs. Refer to Working with folders and templates and Managing templates with EngageOne Video links for further information.