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List ofexchange templates
Filter list ofexchange templates
Click on 
Anexchange template allows you to enter various information in advance, which will be automatically captured for exchanges created with this template.
This saves time when a project often involves the same exchanges.
If an attribute added to the template is not valued (empty), then it will not be found in theexchange created using the template.
General actions
Rights required :
No view can be set for this screen
Clicking on the template label redirects you to the template settings.
Creating and modifying anexchange template
The forms for creating and modifying anexchange template are similar.
Rights required :
Shares (at inception)
Deleting anexchange template)
Actions (upon modification)
Deleting anexchange template)
Button name | Description |
|---|---|
This button adds two fields (if not already added): - Sender - Participants It will also be possible to deselect fields to remove them from theexchange template . | |
This button is used to add a field (if not already added): - Declared date You can also deselect fields to remove them from theexchange. | |
This button lets you add | |
This button is used to add a field (if not already added): - Attachment(s) It will also be possible to deselect fields to remove them from theexchange template . | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
Allows you to delete a previously created exchange
Rights required : |
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These forms are divided into two parts: template information and Properties copied to theexchange. This information is used when creating theexchange.
Here are the fields found in this screen:
If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
Attachment editing window
This pop-up appears when you click on the 
Edit attachment field 
Attachment(s).
