User Default Templates

Use

1. Open the default template screen by using the HM menu > My preferences > Default Templates tab
2. Select from the drop-down list a template that you wish to be the default template for that type
3. Click OK or Apply to save

Please note that before this screen can be used, it is necessary for the user to have already subscribed to some templates.  This is done on the Subscriptions tab.

Setting the default templates is simply a matter of choosing from the drop-down boxes the template that you wish to be your default for the corresponding action.  If you wish to remove a default setting, choose the first option in the drop-down list - this will be the blank entry.

After clicking on Apply or OK, these settings will be active and the default templates will start working.

Once a template has been selected, the user may or may not be able manually over-write any information depending on the template security options. They could select another template to change the information if available.

Log Job Template

The Job toolbar also contains a drop-down box labeled My Templates that is populated with your job template subscriptions.  If you have nominated one of your subscribed job templates to be the default, this will always be used when you click the large Log Job button. You also have the smaller Log new blank job and Last job template used buttons. All Templates and Recent Templates lists are also provided for convenience.

Note: If a “default” job template is set in your user preferences, this template will also be applied by default to any new job logged from any other entity. In the screen shot above, the “Software Bug” job template i[s selected as the default.

Action Templates

Similarly, whenever the action screen is displayed for adding a new action, the Template drop-down box is populated with your action template subscriptions. Selected default action templates will also be selected whenever any of the “add action” template icons are clicked from the Explorer screen.

A subscription and default setting example

As an example, consider a HelpMaster configuration that includes 50 job templates and 20 action templates.

A user may subscribe to only 5 of these job templates because these are the ones that they commonly use.  This becomes their job template subscription list.   If they wish to, they can nominate 1 of these 5 as their default job template.  This means that when they initiate logging a new job, this default template will be applied as soon as the new job screen appears.

Once you have successfully subscribed to a number of templates, you will be able to use them to speed up your use of common tasks within HelpMaster.  Any screen that allows the use of templates contain a drop-down box that will be populated with your subscription list.

The screen shot above shows the job screen that has populated the templates list with the users subscribed templates.  If the user wants to use a template that they have not subscribed to, the last entry in the drop-down box will always be All Job Templates….  Selecting this will re-populate the drop-down box with a complete template listing.

Default Approval Email Templates

See Also

Templates Overview

Subscribing to templates

General user preferences