List ofexchange templates
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.
Rights required : exchange template consultation
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on Register to apply the filter and
Close to return to the list.
This button allows you to add anexchange template .
exchange Creating and modifying anexchange template
Rights required :
Allows you to modify anexchange template .
exchange Creating and modifying anexchange template
Rights required :
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Creating and modifying anexchange template
The forms for creating and modifying anexchange template are similar.
These forms are divided into two parts: template information and Properties copied to theexchange. This information is used when creating theexchange.
Rights required :
Here are the fields found in this screen:
If an attribute added to the template is not valued (empty), then it will not be found in theexchange created using the template.
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.
Validates your changes. This may redirect you to the previous page on some screens.
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Displays the list of changes made to thisexchange template by all users.
Stocks are sorted from the most recent to the oldest date.
exchange template structure
This button is used to add a field (if not already added):
It will also be possible to deselect fields to remove them from theexchange.
This button adds two fields (if not already added):
It will also be possible to deselect fields in order to delete them.
This button is used to add a field (if not already added):
It will also be possible to deselect fields in order to delete them.
Attachment management
This field allows you to add a document template exchange template .
This action concerns the Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled
.pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...
This action concerns the Attachment(s)
This button allows you to add a new line to the list of attachments, and therefore add a new file.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
This button allows you to change information about an attachment that has already been added.
This window will then appear:
This action concerns the Attachment(s)
This button allows you to instantly delete the attachment.