The template management screen allows administrators to add, edit and delete the templates that will be available to the users.

Each template is composed of 3 principal elements:

  • The template name: the name that is displayed to the users in order to select the template to export the issue(s) information.
  • The template file: the file with the template content.The following formats are supported:
    • DOCX (Word Document)
    • DOCM (Word Document with Macros)
    • DOTX (Word Template)
    • DOTM (Word Template with Macros)
    • XLSX (Excel Document)
    • XLSM (Excel Template with Macros)
    • ODT (Open Office Document)
    • RTF (Rich Text Format)
    • CSV (Comma-separated values)
    • TXT (Text File)

For auditing purposes, this screen also displays the user and date of the last modification of a template.

 

The operations available on this screen are:

  • Add New Template: Allows to add a new template. 
  • Edit Template: Allows to change an existing template, changing the template name, template description and template file.
  • Delete Template: Deletes an existing template.
  • Set Template Scopes: Allows you to set the scopes of the template, even after its creation.
  • Download Template: Downloads the template file. This operation is available in the hyperlink with the template file name.
  • Set Template as Default: Sets this template as the default one. It will be selected when users open the issue view screen.
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