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Description Template Types

In this page, there is a listing where you can view details about all the available description template types.

info

A Template Type describes what type is a Description Template when editing it.

The information displayed by default is: the display name of the template type, the status and timestamps for the creation and updates of the records. There is also a code attribute which is defined during the creation of the template types, cannot change afterwards and is used internally during the imports and exports. At the top right corner of the listing you can also select which columns to display.

tip

For description template types, all the columns are visible by default.

You can also create new or remove template types by clicking to the Create Description Type button at the top right of the page or to the three dots at the last column, respectively.

Authorization​

Only users that have the global Admin role or the tenant specific TenantAdmin role or the tenant specific TenantPlanManager role can access this page.

This view is available when the user presses the Description Types link from the side navigation menu.

Pagination​

Not all the records are being displayed at once. By default, there is a pagination of 10 records applied to them.

You can control how many records are being displayed at any time, by adjusting the items per page control at the bottom left corner of the table.

Filtering​

There is a filtering option available for description types.

  • Is Active: By toggling this control you can view only the active or only the disabled types.
    By default, this option is set to true.
  • Status: Filter types by their status. The status can either be Draft or Finalized.
    By default, no status is selected (more details in statuses section).

In order for the filters to apply, you have to click the Apply filters button.

You can also clear any filters already applied, by pressing the clear all filters option, located at the top of the popup.

Edit form​

When you try to add new types or edit existing ones, the description template type editing form will appear containing the following controls.

  • Name: The display name of the type.
  • Code: The unique identification code which is used internally during the imports and exports.

Statuses​

The are two available statuses: Draft, Finalized. If you want to save it as a Draft, press the Save button. Otherwise, press the Finalize button.

warning
  • Only Finalized template types are available to description templates.
  • If a template type has been finalized, you can't edit it again.