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20.02.2021

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Fields for creating smart templates

Template creation fields

These fields or controls support you to create Smart Templates quickly and easily for your needs.

Select the elements like building blocks you need for your template from the construction kit. Everything is possible: from tables to time management to groupings. For questions and support, we are always happy to assist you personally – by phone or in a personal virtual meeting.

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Template creation fields

Template creation fields

Enclosed you will find an overview of the fields with ideas for which topics the individual modules are particularly suitable.

Fields and their use

 

Field

Description

Usage ideas

Customizations

Input fields

Text Input Field

Text
Input

Input of texts and similar data.
  1. Names
  2. Designations
  3. etc.
  1. Default Value
  2. Minimum Length
  3. Maximum Length
  4. Mandatory field?
Value Input Field

Value
Input

Input of numbers and figures. Accepts numbers only.
  1. Digit sequences
  2. Amounts
  3. etc.
  1. Default Value
  2. Integer or Decimal
  3. Mandatory field?
Date Field

Date

Input of a date. Field accepts only date format. When entered, calendar function is automatically available.
  1. Date field
  1. Default Value
  2. Mandatory field?
Link Field

Link

Input of a hyperlink. After input, this can also be used as a link.
  1. Web page link e.g. to internal SharePoint page
  1. Default Value
  2. Mandatory field?
Text Editor Field

Text
Editor

Input of formatted text, images, tables without a predefined structure. A wide range of formatting is available via the editor.
  1. Notes and remarks
  2. Documentation, reports and transcripts
  3. etc.
  1. Mandatory field?

Selection fields

Checkbox

Checkbox

Input and display of truth values by mouse click.
  1. Individual or special queries
  2. Confirmations
  3. etc.
Options Field

Option
Group

Selection of exactly one option from several definable options.
  1. Attributes and attribute values
  2. Yes/No questions – e.g. releases
  3. etc.
  1. Selectable options
  2. Mandatory field?

Tables

Grid Field

Grid

Input of various data in table format. The number of columns and rows and their headings are set in the template and cannot be changed when the template is applied (“static table”).
  1. Selection and question lists
  2. Checklists
  3. Matrices
  4. etc.
  1. Columns and rows
  2. Data type per column: Text, Numeric, Checkbox
  3. Column read only?
List Field

List

Input of various data in table format. The number of columns and their headings are set in the template. When applied, any number of rows can be added (“dynamic table”).
  1. Lists
  2. Registers
  3. Lineups
  4. etc.
  1. Columns
  2. Data type per column: Text, Numeric, Checkbox
  3. Column read only?

Time fields

Estimated Time

Estimated
time

Specification of the estimated time required.
  1. Process step times
  2. Activity or task times
  3. etc.
Timer

Timer

Start and stop buttons for time recording. Furthermore, the time table can be accessed during use and the lines can be added and changed manually. The times are displayed according to the time zone stored for the respective user in the user profile. The times recorded here enable the calculation of process costs in connection with billing rates. We will be happy to help you set up the time-driven activity-based costing (TDABC).
  1. Process step times
  2. Activity or task times
  3. Activity-based costing
  4. etc.
Timesheet

Time-
sheet

Entry of start and end times with comment option for recording working times. The times are displayed according to the time zone stored for the respective user in the user profile.
  1. Project times
  2. Service times
  3. etc.
  1. Mandatory field?

Grouping

Section-Header

Section-  Header

Creation of sections for better clarity. The fields can then be moved into the individual sections as desired to show how fields belong together.
  1. Outline points
  2. Sections
  3. Groups
  4. etc.

 

For all fields, a title and a description of the field can be defined individually.

 

Mhm. Not yet found the field you are looking for?

We are happy to help you! Just write us a message and tell us your desired field and we will get back to you immediately.
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