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12-17-2024 07:23 AM
We're looking to get started using document templates through the project workspace and can't seem to figure-out where the default templates live in the system. I would expect that they could be found under Document Templates / All Document Templates but no luck (screenshot "All_Document_Templates" is what's here). Also, I've created a new document template through this form and the new document template does not appear in the project workspace (can be seen in "all_Document_Templates" screenshot - "BCM Stakeholder Register" document template doesn't appear in the project workspace documents section as an available template). I've done a bunch of digging-around but haven't yet located documentation covering this aspect of project workspace / document management. Any advice would be appreciated. Thank you!
Solved! Go to Solution.
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01-10-2025 08:44 AM
Joe, the templates you are looking for might be in the sn_doc_page_template the table. I believe these are word document as described in the SN doc Create a status report template in Project Workspace. Are these what you are looking for?
What I have not been able to figure out about them, though, is how to edit the templates? It seems like I can edit them and put a URL. But some of the OOB project document templates, for example Default status report, seem like they have individual table fields embedded in them, and I have been looking for the way to edit those or create new ones. Any thoughts?
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01-31-2025 06:25 AM
It turns out that editing the form can be done from the project workspace, but the methods to do so aren't documented and aren't immediately obvious. If you try to click on a data field (with a lightning bolt) in the template to edit the value, it doesn't work. You can enter the delete key on your keyboard, or click on the end of the field and hit backspace; then you can enter a forward slash (/), which will bring pop up a list of data fields and other info that you can populate into the document. You can also enter a forward slash in any blank spot in the document, to create a table or enter a data field there. If you click a cell in an existing table, there will be a small little box with three dots that appears above the table, that you can use to add rows, etc.
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01-31-2025 01:26 PM
Wow @SN Arch Guy - you nailed it! It appears that the document has to have the "Is Dynamic" property set to true in order for the "insert dynamic content" option to appear in the context menu which appears after entering forward slash. Very much appreciate your response here - I opened a ticket with HI and they responded that it's not possible to create or modify dynamic content (sigh). Slight tangent - do you happen to know if it's possible to group document templates together and apply them all-at once? Example - I have a set of 10 document templates that I need to apply to every high-risk project - is there a way to create a group of them and apply them all together to a newly created project? Suspect there's a way to do it programmatically - curious if you know if / how it can be done from end-user land?
