Create a Template - EnterWorks - Precisely_EnterWorks - SmartTemplate_Pro - 2 - 2.0

EnterWorks SmartTemplate Pro
Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > SmartTemplate Pro
Version
2.0
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks SmartTemplate Pro
Topic type
Administration
Configuration
Installation
How Do I
Copyright
2023
First publish date
2007

Creating a template consists of configuring your Excel workbook by selecting the data source you want to use and specifying which records you want to get from EnterWorks (if any). When you create the template, SmartTemplate Pro will use your choices to define the sheet's columns and determine what type of data they can hold.

If you select a Saved Set or Saved Search (or both) when you create your template, records that match the inclusion criteria will be downloaded from EnterWorks and written to the sheet. If you do not select a Saved Set or Saved Search, no records will be retrieved. This allows you to load the structure of the template and add records without downloading a lot of data.

If the workbook you have open in Excel is already configured as a SmartTemplate Pro template and you create a new template, a new sheet will be created and the new template will overwrite your workbook's template. Any existing sheets you have in the workbook will remain, but SmartTemplate Pro will not be able to upload their data back to EnterWorks. You will, however, be able to copy the data manually to the new Excel sheet.

To create a template:

  1. Click the Create Template button on the toolbar.
  2. If a template has already been created for this workbook, a warning will appear that notifies you that by creating a new template, you will be reconfiguring your workbook. The warning message will ask if you want to continue.
    Select Yes to continue or No to stop creating a new template. If you continue, the Create Template editor will appear, displaying the Source page.
  3. The Create Template editor's Source page lists all the data sources you can access. Select the desired source and click Next to move to the Saved Set page.
  4. The Saved Set page lists all the Saved Sets that exist for the template's root repository. In order for any attribute values to be pulled from EnterWorks, their records need to be included in either a Saved Set or a Saved Search (or both) that is specified in the template. If you want to include a Saved Set in the template, select it. You can only include one Saved Set.
    When you are finished on this page, click the Skip button to move to the Saved Search page without specifying a Saved Set, or click the Next button to include the selected Saved Set and move to the Saved Search page.
  5. The Saved Search page lists all the Saved Searches that exist for the template's root repository. If you want to include a Saved Search in the template, select it. You can only include one Saved Search.
    When you are finished on this page, click the Skip button to move to the Summary page without specifying a Saved Search, or click the Next button to include the selected Saved Search and move to the Summary page.
  6. The Summary page lists the configuration options you selected for the template. Click Create to create the template, click Previous to go back to edit your selections, or click the X button in the upper right corner to close the Create Template wizard without creating a template.
  7. If you clicked the Create button, the template structure will be created in the sheet. If you included a Saved Set or Saved Search in the template, rows will be created for any records that meet the inclusion criteria and the records' current attribute values will be loaded.
  8. The template has been created. In order to save it, you must save the worksheet. Once the worksheet has been saved, the template can be viewed in the list of template, (see View Existing Templates).