How to configure a Template Panel: Difference between revisions
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{{howto|title=add a Template Panel | {{howto|title=add a Template Panel | ||
| Open the list of [[Panel]]s. | | Open the list of [[Panel]]s. | ||
| In the [[left panel]], select [[Template | | In the [[left panel]], select [[Template Panel]]s. | ||
| In the [[right panel]], set the desired name for the resulting [[Panel]]s. Note that this will be combined with the target [[Item]]'s name. | | In the [[right panel]], set the desired name for the resulting [[Panel]]s. Note that this will be combined with the target [[Item]]'s name. | ||
| If the [[Panel]] should only be visisble to a specific [[Stakeholder]], in the [[right panel]], set the [[Stakeholder]] whom should be able to see the [[Panel]]. | | If the [[Panel]] should only be visisble to a specific [[Stakeholder]], in the [[right panel]], set the [[Stakeholder]] whom should be able to see the [[Panel]]. | ||
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|}} | |}} | ||
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* The content of the [[Template Panel]] depends on the type of [[Template Panel]] used. Text [[Template Panel]]s can use [[ | |notes= | ||
* The content of the [[Template Panel]] depends on the type of [[Template Panel]] used. Text [[Template Panel]]s can use [[tag]]s to inject certain properties of the related [[Item]] into the resulting [[Panel]]. Excel [[Template Panel]]s can use [[ID query (Excel)|ID queries]] to make use of properties of the related [[Item]] in the related [[Panel]] output. | |||
* If the content of the resulting [[Panel]]s is not (yet) correct, it is possible to reconfigure the [[Template Panel]] and re-apply it. This will remove the previous instances of the same [[Template Panel]] and create new ones. | |||
}} | |||
[[Category:How-to's]] | |||
Latest revision as of 13:33, 30 January 2024
Template Panels allow similar Panels to be easily and automatically created. Template Panels must be configured before they result in the desired elements.
Editor → Current Situation (Ribbon tab) → Panels (Ribbon bar) → Template panels (Left panel) → The Panel to edit (Sub-option)
How to add a Template Panel:
- Open the list of Panels.
- In the left panel, select Template Panels.
- In the right panel, set the desired name for the resulting Panels. Note that this will be combined with the target Item's name.
- If the Panel should only be visisble to a specific Stakeholder, in the right panel, set the Stakeholder whom should be able to see the Panel.
- In the right panel, set the content which should be displayed by the Panels.
- At the bottom of the right panel, select the type of Item the Template Panel should be used on.
- At the bottom of the right panel, click on "Apply Template", and confirm the prompt.
- The instances of the Template Panel are now created.
Notes
- The content of the Template Panel depends on the type of Template Panel used. Text Template Panels can use tags to inject certain properties of the related Item into the resulting Panel. Excel Template Panels can use ID queries to make use of properties of the related Item in the related Panel output.
- If the content of the resulting Panels is not (yet) correct, it is possible to reconfigure the Template Panel and re-apply it. This will remove the previous instances of the same Template Panel and create new ones.