Creating Templates

You must have rights to create directory templates.

You use this procedure to create templates that:

  • List the database table fields at which the search in the Communication Desktop (CDT) and Communication Panel applications is targeted

  • Define the fields which are available for different CDT and Communication Panel user groups

The templates are applied to users through user settings templates (User and Role Management > User Settings Template, the CDT Directory block).

The system contains default templates.

Note:

Do not create unnecessary templates because directory maintenance jobs may get slow if several templates are saved in the system.

To add a template:

  1. On the System Configurator main screen, choose Directory Management > Directory Templates.
  2. Choose Add New.

    A screen area with relevant assignment blocks appears.

  3. In the Basics block, enter the name for the template.

    You can also enter an optional description.

    Note: Defining search result list is not supported in Communication Panel.
  4. In the Search Result List block, choose the directory fields you want to appear in the search results area in CDT .

    1. Hold down Ctrl, click on the field names you want to add and then click the Move to List icon.

      When the items are moved to the Selected Items table, the values for Ordinal and Width (%) are automatically entered.

    2. To change the order in which the fields appear in CDT or , double-click the rows and change the values.

    3. To adjust the field width, double-click the row and change the value.

    4. If you want that the data in a particular field is showed only in a certain language, choose the language.

      Figure 1. Selected Fields in SC


      Figure 2. Fields in CDT


  5. In the Tab Sheet List block, create the titled groups for Communication Panel or CDT tab sheets:

    1. Enter the name by double-clicking the first row ( Name ).

    2. Choose the language.

      For example, if you enter [Additional info] in French, the French name is displayed when the user interface language in CDT or Communication Panel is French.

    3. To change the order in which the title appears in CDT or Communication Panel, double-click the row in Ordinal and change the value.

    4. To add more titled groups or tab sheets, choose Add New.

  6. In the Tab Sheet block, choose the directory fields that you want to include in each titled group or tab sheet.

    Make sure that the correct name in the Tab Sheet List block is activated before you start choosing the directory fields.

    Note:

    Do not choose both Image File and Image Link for the same template. We recommend that you use Image File since Image Link is for special cases.

    1. Hold down Ctrl, click on the field names you want to add and then click the Move to List icon.

    2. Choose the field position.

    3. To adjust the field width, double-click the row and change the value.

    4. Choose the field type.

    5. Choose how many rows the field contains.

    6. If you want to include the field in the search in CDT or Communication Panel, choose Yes in the Search Enabled field.

      In CDT, gray number 1 appears after the field name to indicate that the field is included in a search template.

    7. If you want that the data in a particular field is showed only in a certain language, choose the language.

    To change the order in which the fields appear in CDT or Communication Panel, double-click the rows in Ordinal and change the values.

    Figure 3. Titled Group and Its Fields in Communication Panel
    Figure 4. Tab Sheets and Their Fields in CDT


  7. For information about how to use the Access Rights assignment block, see Access Rights.
  8. Save your entries.