Project: HELiOS

Pre-Allocate Links via Templates

Input > Links > Templates

The Templates function in the Links function group of the Input tab opens the Pre-allocate links via templates mask.

This mask is composed of three areas:

A list view with the defined links beneath Link classes, and at the bottom of the window, two panes called Templates for source class and Templates for target class.

In the list, select the link for which you wish to define the templates.

In the upper part of the list you can see the already existing definitions for the source side or the target side.

The input of such definitions for sources and targets works as follows:

In the required templates list, click on Add template for source class or Add template for target class, respectively.

A search mask will then appear. Depending on the link, this will either be the search mask for Articles or Documents. In the mask, select one or several master data objects and click OK. The selected master data will the be shown in the result list.

To remove an existing template, mark the corresponding record in the Templates for source class or ... target class list and click on the  Remove selected template.After confirming the security prompt, the template will be removed. Multiple selections are also possible here, i.e. you can also mark and remove several templates at once.

If any Sources and/or Targets exist in the same-named tabs of article or document data masks, you can drag objects from other result lists into them and link them, or right-click and call the required Links function.

You can then select between a link with a new object (document or article) or with an object that already exists in the database. Select the Existing document (or Existing article) function to open the dialogue needed for the creation of links via search mask. If you choose New document (or New article), a selection dialogue offering possible links (considering the specified source class and target class by restricting links to these classes).

After selecting a link it will be checked in the database whether there are one or several templates this link. If there are several templates, a selection window will be displayed. After selecting the template, a copy of this template will be entered into the database. If there is no template, a new entry has to be made. For documents, the dialogue for template file selection will be displayed, followed by the data input mask. For articles, the input mask will be displayed immediately.

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