Using Process Designer, you can automatically populate the fields on the window that appears when a user clicks an action. For example, the window could appear with the title already entered, or with some dynamic data such as the name of the current user already entered. For more information, see Specifying dynamic values for automatic actions.
However, to add data automatically to the process's main window, you need to create a template using the Template Designer. You can then associate this template with a specific process to enable you to provide a standard structure and degree of automation for the process.
Templates provide a quick way of logging common types of processes, such as Incidents relating to forgotten passwords, or server crashes.
Before you can create a template, you need to make sure that the appropriate window has been designed in Window Manager. In the Template Designer, the default window is displayed; however, when you run the template with its associated process, the appropriate window specified in the View in Window Manager appears.
For more information about Window Views, see Publishing windows.
The Template Designer component enables you to set up a template only for the initial window (top-level business object). All actions and extra windows must be populated within the related process.
You will often need to set this to True. In Object Designer, look for attributes on the template that have a Default Value set – if you set the Overwrite? property to False, then the default values from Object Designer will be used, irrespective of what you set in the template.
If you want to use a window other than the default window for your process, you need define a View to set the relevant process where you want the window to appear. You do this using Window Manager.For more information, see Publishing windows.
You cannot delete templates if they have been used by analysts.
The template populates only the main window for the process. You can populate the other windows used by the process using Process Designer.
When you create a process that you have set up to allow changing of processes on a particular status, then when it reaches the particular status, the Reinitialize action appears in the Actions list. You can also use Reinitialize to switch templates.
For information about configuring the Reinitialize action, see Reinitialize: switching between processes within a module.