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.
Ce bouton permet d’ajouter un gabarit d’échange.
Échange - Création et modification d'un gabarit d'échange
Rights required :
exchange template consultation
Creating anexchange template
Permet de modifier un gabarit d’échange existant.
Échange - Création et modification d'un gabarit d'échange
Rights required :
exchange template consultation
Modifying anexchange template
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 :
exchange template consultation
Creating anexchange template (creation)
Modifying anexchange template (change)
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.
Affiche la liste des modifications effectuées sur ce gabarit d’échange, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
Structure du gabarit d’échange
This button lets you addexchange attributes exchange
These attributes must be added to anexchange template .
exchange
Il est ensuite possible de sélectionner un gabarit et les attributs seront ajoutés à l'échange en cours de création.
Il sera également possible de désélectionner des attributs pour les supprimer de l'échange.
This button is used to add a field (if not already added):
Declared date
It will also be possible to deselect fields to remove them from theexchange.
This button adds two fields (if not already added):
Transmitter
Participants
Il sera également possible de désélectionner des champs pour les supprimer.
This button is used to add a field (if not already added):
Attachment(s)
Il sera également possible de désélectionner des champs pour les supprimer.
Gestion des pièces-jointes
Ce champ permet d'ajouter un document au gabarit d’échange.
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)
Ce bouton permet d'ajouter une nouvelle ligne dans la liste des pièces-jointes, et donc d'ajouter un nouveau fichier.
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)
Ce bouton permet de changer des informations sur la pièce-jointe déjà ajoutée.
Cette fenêtre apparaît alors :
You can therefore modify three fields concerning the attachment:
Wording
status
Version
This action concerns the Attachment(s)
Ce bouton permet de supprimer instantanément la pièce-jointe.