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FEATURE - templates

[WHAT]

  1. ] 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.

[WHY]

  1. ] build/write content {} faster
  2. ] build/write content consistently   
  3. ]

[WHERE]

  1. x] you want to create a new records with custom pre populated field values that you create
  2. x] default templates
    1. ]

[WHEN]

  1. ] ETA = 2014-03-dd

[EXAMPLE]

  1. ] template-NEW-day
    1. x] # # -
  2. ] When i create a new task record in my "week-ahead"
    1. x] # # - the task fields are pre-populated with the values that i set in the

[HOW-TO]

  1. create a template record for your {task}
    1. ]
  2. assign the template to your {taskgroup}

[REFERENCE]

  1. ]

developer implementation

[.notes]

  1. ] 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 
  2. ] uses access to data in sospep to generate content
  3. x] the FEATURE supercedes the previously used
    1. FEATURE 518 data field templates
  4. *] we currently use a "default-record" to prepopulate L5 record values
    1. ]
  5. ] FIX-PRB-3871
    1. ] ON PAGE -
    2. ] setDefaultTaskGroupId()
    3. - previously used hardCoded id = 86, THEN PRB sospep 'other' does not have , SO IF  
    4. ]

[.process]

  1. x] 3500-001 basic-functionality - 
    1. ] UPDATE ]
  2. ] add 'field' to each L3 container ( chapter, itemCategory, ...) to persist 'default' template to use for any new records in this container
    1. ] id_template - contains id of template to use to populate record
  3. ] add method to
    1. ] getDefaultArticleId 'article' , 'item', ...
    2. ] used to setup page for add/article
    3. ] method checks "id_template" AND if 'null' then ] assign/choose a template ] use no template ] use 'generic default' 
  4. ] add method to
    1. ] getDefaultChapterId
  5. ] assign template to
    1. ]

 


status 

[previously]

  1. ] template-1

[currently]

  1. ]  

[next]

  1. ]
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Details

ID: 3665

NAME: FEATURE-3665

DESCRIPTION: 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

START DATE TIME: 2014-03-15 14:51:32

EST DURATION: 01:00:00

END DATE TIME: 2014-03-15 15:51:32

STATUS: To-Do

PRIORITY: -5

OWNER ID: 75

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