Use template¶
Form created in IM-BIS by template function, can be used as template (screen items).
Contents
Definition of template function¶
Function that can register/use the form (screen) created in IM-BIS or IM-FormaDesigner as “Template”.Differs with “Recycle form”, and multiple form templates can be arranged in one form.Note
Form of IM-FormaDesigner application can be changed to template only in the environment in which IM-BIS is introduced.
Register template¶
Register the form of application created in IM-FormaDesigner in template¶
Register the created form as template in the following procedure.
Click “Sitemap” -> “IM-BIS” -> “Business Manager” -> “Template category definition” -> “Template setting”.
Display “Template settings”.
Open the application folder having the form to be registered in template from the application form on the left.
Open the folder of the version of form to be registered in template.
Select the registration target form of template
Drag and drop the selected form under the target category of “Template category” on the right.
Note
icon is displayed on the left of form name in case of location that can be arranged.
Click “OK” for the confirmation message asking whether to set in global template.
Thus, the form can be registered as template.
Note
“Global template” is the template that can be used by all users who can create flow in IM-BIS.When registered as normal “Template”, it can be used only by the users having the rights to edit the flow and application in the form.Note
Since the name displayed as template is set as original form name + application history number, change the form name when changing the name.
Register the form of application created in IM-BIS in template¶
Register the created form as template in the following procedure.
Click “Sitemap” -> “IM-BIS” -> “Business Manager” -> “Template category definition” -> “Template setting”.
Display “Template settings”.
Open the folder of flow having the form to be registered in template from the application form on the left.
Open the folder of version of form to be registered in template.
Select the registration target form of template.
Arrange the selected form under the target category of “Template category” on the right by drag and drop.
Note
Click “OK” for the confirmation message of whether to set in global template.
Thus, the form can be registered as template.
Delete template¶
The template settings of form are canceled by the following procedure.
Click “Sitemap” -> “IM-BIS” -> “Business Manager” -> “Template category definition” -> “Template setting”.
Select the template to be canceled in “Template category” on the right.
Click
.
Click “OK” for deleting the template.
Thus, template could be deleted.
Set global template settings for template¶
Set the global template settings of template in the following procedure.
Click “Sitemap” -> “IM-BIS” -> “Business Manager” -> “Template category definition” -> “Template setting”.
Right click on the template whose settings are to be changed in “Template category”.
Click “Global settings”.
Thus global template settings of template can be set.
Cancel global template settings of template¶
Cancel the global template settings of template in the following procedure.
Click “Sitemap” -> “IM-BIS” -> “Business Manager” -> “Template category definition” -> “Template setting”.
Right click on the template whose settings are to be changed in “Template category”.
Click “Clear global setting”.
Thus the global template settings of template can be canceled.
Register template category¶
Manage the template by using template category in the following procedure.
Click “Sitemap” -> “IM-BIS” -> “Business Manager” -> “Template category definition” -> “Template setting”.
Click
in “Template category”.
Enter the category name and click “New”.
Thus the template category can be registered.
Note
The name of registered template category can be changed by double clicking on category name in “Template category”.
Delete template category¶
Delete the template category in the following procedure.
Click “Sitemap” -> “IM-BIS” -> “Business Manager” -> “Template category definition” -> “Template setting”.
Select the category to be deleted in “Template category” and click
Click “OK” for deleting the category and template included in the category.
Thus, template category can be deleted.
Use the registered template¶
Use the template in the following procedure.
Display form designer from flow edit of IM-BIS.
Click “Template”.
Click the “Template category” of the template to be arranged in the form.
Drag the template and arrange on the form.
Note
Target template preview screen is displayed on clicking the icon on the left of the template.
Note
Since new “Field ID” and “Table ID” is set when the check for “Reassign items ID” is ON, the value differs with the original template.
Thus, template can be arranged in form.
