AX1061
When using on-demand file groups, new plan files can be created based on the following templates:
- The Default Template specified for the file group
- The template listed in the Template Column, if a template column is specified
- An existing plan file can be cloned and used as the "template" for the new plan file (Desktop Client only)
If you want to use a template column for the file group, then the template column must be populated when the new record is created in the plan code table. If the template column is not populated when the new record is created, then when Axiom Software creates the new plan file it will find a blank value (empty string) in the template column, which means that the default template for the file group will always be used. (Although you could optionally define a template name as the default value for the column instead of using empty string, that would effectively be the same as using the default template for the file group—meaning that all of the records would be assigned the same template.) For more information how column values can be populated when the plan file is created, see Collecting values for the plan code table when creating an on-demand plan file.
How the template column gets populated depends on the user environment for creating new plan files.
Desktop Client (Excel Client or Windows Client)
If you are using the default functionality to create on-demand plan files in the Desktop Client, then Axiom Software will automatically prompt the user to select a template when creating a new plan file. The user will be prompted as follows:
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The template drop-down list will display on the same built-in dialog that is used to prompt the user to select values for validated columns.
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The drop-down list will contain all templates that are defined for the file group. There is no way to exclude a template from this list. Therefore if you are using this option, you should not keep any old or archived templates in your template folder. If only one template exists in the template folder, then the user will not be prompted and that template will be used.
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If a default template is also specified for the file group, that template will be selected by default.
The user's selection will be populated in the template column when the new record is created, and then that template will be used to create the plan file.
If you are using the "alternate" functionality where an Axiom form is used to collect user inputs instead of the default behavior (using the Add File Form setting for the file group), then that form must be configured to collect a template value and pass it to the template column. You can present the user with a list of templates to select from, or you can use logic within the source file for the form to determine the appropriate template.
Web Client
The Web Client does not provide any built-in functionality to prompt the user to select a template. When you configure the Add Plan File command for the Axiom form that is being used to create new plan files, you must include the template column and set up the form to collect a value for that column.
If the form is not configured to pass a value to the template column, or if the value is blank, then the default template for the file group will be used.
For more information on configuring an Axiom form to create new plan files, see Creating new on-demand plan files using an Axiom form.
