AX2198
Before you can use the Create Plan Files utility to create plan files for a file group, you must first assign each plan code to a template. There are two file group features that you can use to assign templates to plan codes:
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Template Column: You can designate a column in the plan code table which holds the template assignments for each plan code. For example, the BudTemplate column could be designated to hold the template assignments for the budgeting process.
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Default Template: You can designate a template that will be used if no template column is specified, or if a template column is specified but a plan code does not have an entry in the template column.
Both of these settings are defined in the file group properties.
The template column is not automatically created in the plan code table. If you want to use a template column, it must be manually created. The template column can be named anything you like, but it must be a string column.
The easiest way to populate the template column with template names is to open the appropriate table using Open Table in Spreadsheet. When entering template names, note the following:
- Do not include the file extension on the template name. For example, enter just
Admin, notAdmin.xlsmorAdmin.xlsx. - You can optionally use file group variables in this column, enclosed in curly brackets. For example:
{AdminTemplate}. When a template assignment needs to be determined, this variable will be resolved to the value defined in the file group settings.
A plan code table can be used by multiple file groups, and therefore can have multiple template columns. However, if the same template settings apply to multiple file groups, the same template column can be used.
NOTES:
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On-demand file groups typically do not use the Create Plan Files utility. Instead, plan files are created by end users as needed. The Template Column and Default Template options still apply in this case and are used to determine the appropriate template for the new plan file. The exception is if an end user chooses to create a new plan file by cloning an existing plan file—in that case, the existing plan file is the "template." For more information, see Template options for on-demand file groups.
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When using virtual plan files, keep in mind that changing the template assignment for a plan file will not cause it to use that template the next time the plan file is accessed. Even though virtual plan files are rebuilt from template each time they are accessed, they are rebuilt using the original template. If you want the virtual plan file to use a different template, then you must use the Create Plan Files utility to "re-create" the placeholder document record for the virtual plan file, thereby associating it with the new template.
