Configure Template - Template Information
Configure Template - Template Information
User can configure or change the templates as per their needs.
This section describes the steps for configuring Template Information using Configure Template feature in Teams Manager. Only Users having Admin privilege will be able to configure the Template.
Go to Teams Manager and from Teams or Requests tab, navigate to tab "Templates".
Select any existing Template eg Temp-10JUL and click on 3 dots in the right corner.
Click on Configure Template option.
3 tabs with Template Information, Governance and Reporting are displayed.
Template Information:
Title:
User can click on Edit link and update the description of Template details under Title.
Name field will be in read-only mode.
Confirmation message will be displayed to user: It can take up to 5 minutes until the updated description is displayed.
After making modifications, user can click on Update button and changes will be reflected under Title section.
Metadata Fields:
All the existing metadata fields associated to this template will be displayed under Metadata fields section.
User can click on Edit link and this takes to Metadata screen where user can make modifications to the metadata field or create a new metadata field for that specific template.
Click on update button and all modifications will be reflected under Metadata fields section.
NOTE: IF there are no metadata field associated, it displays message "The template does not have connected metadata fields".
Dynamic Groups:
All the existing dynamic groups associated to this template will be displayed under Dynamic Groups section.
User can click on Edit link and this takes to Dynamic groups screen where user can update the dynamic group.
Click on update button and the modifications will be reflected under Dynamic Groups section.
NOTE: If there are no dynamic groups associated, it displays "The template does not have dynamic groups assigned".
This completes the functionality of Configure Template - Template Information in Teams Manager.