Set up the Template

Template functionality is implemented to provide users the option of customizing the layout of worksheets to their requirements based on specific modes. The user defined templates are saved in the database and available to transfer to other instances if required.

Templates are created by users with System Administrator access and saved to the database. For security purposes, they can be assigned to responsibilities for even greater control or be available across responsibilities related to the Wizard application.

There are three profile options used to control the use of Templates:

• More4Apps: PLW Restrict to templates only - Determines whether users MUST use templates or not. If set to Yes, users can only use the Wizard by selecting a template i.e. they cannot generate a pre-defined template sheet. If set to No or left blank, then templating or mode options can be used.

• More4Apps: PLW Restrict to modes only - Determines whether users MUST use modes or not. If set to Yes, users can only use the Wizard by selecting a mode i.e. they cannot generate a pre-defined template sheet. If set to No or left blank, then templating or mode options can be used.

• More4Apps: PLW Template Manager - This profile allows customers to nominate a user to manage templates. This is useful if the user lacks sysadmin access and cannot be granted sysadmin. The profile is set up at the user level. To enable sysadmin access for templating select ‘Yes’ for the current user.

WARNING - Do NOT set 'More4Apps PLW: Restrict to templates only' and 'More4Apps PLW: Restrict to Modes only' to 'Yes' at the same level as this will create a conflict the Wizard cannot resolve.

If you do not wish to use templates, follow the steps in the next section Select Wizard Mode to create a default worksheet based on the selected upload Mode.

Note: If you are upgrading from a version where Template functionality is not available, your existing worksheets will not work in the new version of the Wizard. You can create standard ‘Default’ worksheets based on upload mode or create new templates and associated worksheets.

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