The Templates page: text templates and checklist templates
Super > Templates is where you manage your company’s ready-made content: text templates that users insert in the text editor, and checklist templates that users add to actions. The page has two tabs, Wysiwyg Templates and Checklist Templates. You need the Admin level on the Super area row of your rights; this is what shows the Super menu. Your user administrator sets this; see The Users page and the rights table.
Wysiwyg Templates tab
Section titled “Wysiwyg Templates tab”| Control | What it does |
|---|---|
| Filter box (placeholder Filter) | Finds templates by name. |
| Create new | Opens the page for a new template. |
| Name | The template’s name. Click the header to sort. |
| Created | When the template was created. Click the header to sort. |
| Click a row | Opens a preview of the template, with an option to edit it. |
| Edit icon | Opens the template for editing. |
| Trash icon | Asks Delete template?, “Do you really want to delete template?”, with the buttons “Cancel” and “Yes”. “Yes” deletes the template. |
| Paging | 10 templates per page. |
The list shows only your company’s own templates. Antenor’s built-in templates are not listed here, but users see them together with yours when they insert a template.
New and edit page
Section titled “New and edit page”| Control | What it does |
|---|---|
| Heading Create new | Shown on the page for a new template. |
| Name box | The template’s name. When you edit an existing template, the name is locked until you click the pencil next to it. The characters ’ “ . * / - \ in a name are replaced by spaces. |
| Text editor | The template’s content, written and formatted as in a document. See The text editor. |
| Index | Returns to the list. |
| Save | Saves the template. A new template returns you to the list; when you edit, a confirmation appears under the editor. |
| Delete | Deletes the template you are editing. |
Checklist Templates tab
Section titled “Checklist Templates tab”The same checklist templates are also shown on a module’s Admin tab and on the Admin tab of the Action Manager. They are shared by your whole company. See Create and manage checklist templates.
| Control | What it does |
|---|---|
| Filter box | Finds templates by name. |
| New checklist template | Starts a new template. |
| List of templates | Click a template to open it. The trash icon deletes it. |
| Name box (“Enter checklist template name”) | The template’s name. |
| Checklist editor | The tasks in the template. |
| Create | Creates a new template. |
| Save | Saves changes to an existing template. |
Good to know
Section titled “Good to know”- Same name. Saving a new text template with the name of an existing one replaces the existing one, without a warning.
- Content needed. A new text template must have some content before it can be saved.
- Where users find them. Users insert text templates with Insert template in the Document menu of the text editor; see Write and format a document. They add checklist templates to an action with Select checklist; see The action dialog: every field, panel and button.