Template Editor

You use the Template Editor to associate a workflow with a template, customize preconfigured user controls, and indicate specific text to be replaced with live values during workflow run time.

Set Templates

Workflow Designers create workflows to be used as eSOP task templates. You must first define the workflow and configure the template options.

Property	Value	Description
Set	N/A	Click to select an existing workflow.
Template Type	N/A	From the drop-down menu, select one of the following template type to associate with your workflow template. Sequential Sequential templates have subprocesses that are aligned in a linear order and displayed top to bottom; that is, the task steps are all the same. As a result, no branching or looping subprocesses are available; however, you can jump between steps by configuring jump options, as well as move task steps around. Fixed With fixed templates, the number of steps in the task cannot be increased from the pre-set amount; however, you can remove steps, add missing steps, and re-order the steps. Parallel In these template types, the workflow contains a Parallel activity, allowing for branched subprocesses.

Property

Value

Description

Set

N/A

Click to select an existing workflow.

Template Type

N/A

From the drop-down menu, select one of the following template type to associate with your workflow template.

Sequential: Sequential templates have subprocesses that are aligned in a linear order and displayed top to bottom; that is, the task steps are all the same. As a result, no branching or looping subprocesses are available; however, you can jump between steps by configuring jump options, as well as move task steps around.

Fixed: With fixed templates, the number of steps in the task cannot be increased from the pre-set amount; however, you can remove steps, add missing steps, and re-order the steps.
Parallel: In these template types, the workflow contains a Parallel activity, allowing for branched subprocesses.

Custom Configuration Panels

You can configure panels for both the task and task step level. After you add the assembly in the Config Panel Editor, you can further manipulate the order of the panels in the Template Editor. The outcome of these configurations are displayed in the Task Editor and viewed by the person constructing tasks.

Property	Value	Description
Add Property	N/A	Click to add a configuration panel resource from Config Panels. This resource is then displayed as tabs in the Task Editor for the Task Builder.
Remove	N/A	Click to remove a configuration panel resource from the table.
OR	N/A	Click the up or down arrow to change the order that the tabs are displayed in the Task Editor for the Task Builder.
Order	User-defined	Click the selected table row to move the tab that appears in the Task Editor moves further to the left in the display.
Tab Name	User-defined	Specifies the name attributed to the configuration panel resource created in Config Panels. To change the name of the tab as it appears in the Task Editor, double-click the table cell, and enter new text.
Configuration	User-defined	Specifies additional custom configuration information for a panel. To add or modify content, double-click the table cell, and then add .csv or .dita text to customize a particular configuration panel instance.
Config Panel	User-defined	Specifies the name of the configuration panel resource from Config Panels.