Template Restrictions

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When creating project templates, optionally restrict where a template can be used from within a template using Template Restrictions.

 

template restrictions

 

Project-specific template restrictions can also lock the template to a specific project:

 

template restrictions1

 

Template restriction setups:

 

Action – select an applicable action (job type), and the template can only ever be associated to the action specified.

 

Level – level allows taking the restriction further, with five possible options:

1.Asset – link to a single asset only, by using the ellipsis [...] beside the field to select the asset.

2.Action – link to a specific action level only.

action level

3.Project – set to link directly to a single project only.

project select

4.Project Type – set so the template can only be used by projects of the specified Project Type.

template value

5.Project System Type – set so the template can only be used by projects of the specified Project System Type.

proj sys type

 

Once a level restriction is selected, enter an appropriate value in the level value selector.

 

When saving, the following confirmation message will appear:

 

Prompt for new link

 

Template Restrictions and Included Template Inheritance

When creating restrictions it is important to note that the rules of included templates also apply. For example, if the restriction on a template is set to Action – Service, and the included template has a restriction of Action – Onsite, it would result in the following error when saving the template.

 

action error

 

When trying to Create Similar on Project using a restricted template, the following warning will appear.

 

template restriction links

 

There are only two options at this point:

1.Remove the link to the template that can only be used by the specific machine, or

2.Relax the constraints on the template so that it can be used by more than just that machine. Possibly change it by saying this template can be used by all projects of Project Type Machine.

 

Further information

Template Security

Template Restrictions

Included Templates

Template Rules and Action Wizard

Actions and Action Groups

 

How to

Create Project Templates

Delete Template

Generating Jobs Using Project Templates

Non Billing Template Setup and Usage

Project Template Creation (with examples)

See all Templates that have been created

Use Template Merge Functionality