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TEMPLATES - {L5} templates enable users to pre populate record values with data from custom templates the user creates - you can assign a specific template by specific {L4} category ] parent_id OR globally using ] default_templates
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<h1 style="text-align: center;">FEATURE - templates</h1> <h2>[WHAT]</h2> <ol> <li>] TEMPLATES - are predefined records you can use to populate the content fields of the new records that you create. You can create a "template record" setting the values of any/all of the record fields for the new records that you create.</li> </ol> <h2>[WHY]</h2> <ol> <li>] build/write content {} faster</li> <li>] build/write content consistently </li> <li>]</li> </ol> <h2>[WHERE]</h2> <ol> <li><strong>x] you want to create a new records with custom pre populated field values that you create</strong></li> <ol> <li>] </li> </ol> <li><strong>x] default templates</strong></li> <ol> <li>]</li> </ol></ol> <h2>[WHEN]</h2> <ol> <li><strong>] ETA = 2014-03-dd</strong></li> <ol> <li>] </li> </ol></ol> <h2>[EXAMPLE]</h2> <ol> <li><strong>] template-NEW-day</strong></li> <ol> <li>x] # # -</li> </ol> <li><strong>] When i create a new task record in my "week-ahead" </strong></li> <ol> <li>x] # # - the task fields are pre-populated with the values that i set in the</li> </ol></ol> <h2>[HOW-TO]</h2> <ol> <li><strong>create a template record for your {task}</strong></li> <ol> <li>]</li> </ol> <li><strong>assign the template to your {taskgroup} </strong></li> <ol> <li>] </li> </ol></ol> <h2>[REFERENCE]</h2> <ol> <li>]</li> </ol><hr /> <h1 style="text-align: center;">developer implementation</h1> <h2>[.notes]</h2> <ol> <li>] PROCESS(below) - is an outline of the steps required to getting this feature developed. An x] beside the item indicates that it is complete/functional. For a more detailed description of each step </li> <li>] uses access to data in sospep to generate content</li> <ol> <li>] </li> </ol> <li><strong>x] the FEATURE supercedes the previously used</strong></li> <ol> <li>FEATURE 518 data field templates</li> </ol> <li>*] we currently use a "default-record" to prepopulate L5 record values</li> <ol> <li>]</li> </ol> <li>] FIX-PRB-3871</li> <ol> <li>] ON PAGE -</li> <li>] setDefaultTaskGroupId()</li> <li>- previously used hardCoded id = 86, THEN PRB sospep 'other' does not have , SO IF </li> <li>]</li> </ol></ol> <h2>[.process]</h2> <ol> <li><strong>x] <a href="/view/task?id=2829" target="_blank">3500-001 basic-functionality</a> - </strong></li> <ol> <li><span style="line-height: 17.99715805053711px;">] UPDATE </span>]</li> </ol> <li><strong>] add 'field' to each L3 container ( chapter, itemCategory, ...) to persist 'default' template to use for any new records in this container</strong></li> <ol> <li>] id_template - contains id of template to use to populate record</li> </ol> <li><strong>] add method to</strong></li> <ol> <li>] getDefaultArticleId 'article' , 'item', ...</li> <li>] used to setup page for add/article</li> <li>] method checks "id_template" AND if 'null' then ] assign/choose a template ] use no template ] use 'generic default' </li> </ol> <li><strong>] add method to</strong></li> <ol> <li>] getDefaultChapterId</li> </ol> <li><strong>] assign template to </strong></li> <ol> <li>]</li> </ol></ol> <p> </p> <hr /> <h1 style="text-align: center;">status<span style="font-size: 10px;"> </span></h1> <h2>[previously]</h2> <ol> <li>] template-1</li> <ol> <li>] </li> </ol></ol> <h2>[currently]</h2> <ol> <li>] </li> </ol> <h2>[next]</h2> <ol> <li>]</li> </ol>