Manage Document Package Templates: Adding a New Template
Note: The menu, workflow, and documents pictured below may differ from those in your system. The items pictured are for example only.
Create the Template
Create a template for a document by following the rules outlined here: CobbleStone Templates.
Edit the Desired Workflow
1. Navigate to the workflow manager via Manage/Setup - Workflow Manager.
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2. Click View/Edit for the workflow from which to trigger the creation of the document. If needing to create a new workflow, please follow the steps outlined here: CobbleStone Advanced Workflow.
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3. The Manage Workflow Configuration page displays. Click Tasks.
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4. Click the paper and pencil/edit icon ( ) to edit the task.
5. The task's details display. Scroll down the page.
6. Click Add Template.
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7. A pop-up window displays. Select if the document (which has not yet been selected) is to be created when the task is created or when the task is completed.
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8. From the Apply Template field, select the template from which the document is to be created.
9. Click Update.
Note: If the document is to be created upon completion of the task, a new option is available. Select the applicable task status from the When the Task Result Is field.
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The list is populated with all entries on the Task Status table for the assigned table/module.
Note: The template may be deposited into the Files & Attachments area on the record if generated through a workflow. To do this, after all else has been updated as necessary, change Attach the Files to Yes. All document packages generated via this workflow with the chosen settings will be deposited automatically.
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