Common Components Help

AEF Help

Saving a Route as a Template

Use route templates to speed up the process of creating a route that is similar to one you have already created. A route template saves the components of a route that are frequently reused, including the route members and task definitions. You can save as a template any route that you create.

To save a route as a template

1. Access the route that you want to save as a template by clicking My Desk>Routes>My Routes from the global toolbar. Then click the Name of the route.
2. From the Properties page Actions menu, click Save As Template.

The Save Route as Template page opens.

3. Enter a Template Name.
4. Enter a Description of the template. You might want to describe the kinds of routes that should be created using it and/or summarize the tasks and members.
5. Using the Availability options, choose who can use the template to create a route:

User--The template will be available only to you.

Enterprise--The template will be available to everyone. Only Company Representatives can create Enterprise-level route templates.

6. Using the Scope options, choose which persons can be added to routes created from this template. In Team Central and Program Central, the scope also limits the content that can be included in the route.

All--Any person in the database whose status is active.

Organization--Only employees of the route creator's company, plus one other specified organization, can be included in the route.

workspace or project space--This option is available only if Team Central or Program Central is installed. Click the third button and click to select a workspace (for Team Central) or a project space (for Program Central).

7. Use the Route Task Edits list to choose how people who create routes based on the template can edit the task list. The editing restrictions are related to adding and removing tasks, changing the task order, and changing the task name only. The route owner can edit all other fields, such as task assignee, instructions, and due dates, no matter what the Route Edit Task option is.

Maintain Exact Task List--People who create a route from this template must use the exact task list, with no tasks added or removed. The route creator cannot make any changes to the task order or names, but all other fields can be changed.

Extend Task List--People who create a route from this template must use the exact task list, but more tasks can be added to an existing route task order number or a new order. The route creator cannot make any changes to the order or names of tasks from the route template, but can change all other fields. The route owner can make any changes to tasks the owner adds to the route.

Modify Task List--People who create a route from this template can change all information for template tasks except the task name. The route creator can add new tasks but cannot delete template tasks.

Modify/Delete Task List--People who create a route from this template can change and delete any task and can add new tasks.

8. If the route was already based on a template that you created, the page includes Save Options. To save the route as a new template, choose Save as New Template. To save the route as a new revision of the template from which it was created, choose Revise Template.
9. If you do not want to save the route's member list with the template, uncheck Task Assignees in the Template Data field. The route template's Access page will be empty and the tasks will all be unassigned. When people use the template to create a route, they will have to add members and assign them to tasks before they can start the route.

Or

To save the route's member list and task assignments in the template, check Task Assignees in the Template Data field. The route template's Access page will contain the same members as the route's Access page and tasks will be assigned to the same members. You cannot remove members from the template but you can change the assignee for tasks and remove the assignees from tasks. See Listing and Editing Tasks for a Route Template.

10. Click Done.