Creating a Template and an Artifact from it – TopTeam Requirements

Overview

A Template is like a regular artifact that is stored in the _Record Templates_ project. The _Record Templates_ project comes with the shipping data of TopTeam. A Template can be used to create artifacts in other projects for the following:

To automatically fill field values as same as that of a Template in the newly created artifact. This proves helpful when you define certain Templates for your company and want to use those values for artifacts in other projects.
To automatically load a diagram as same as that of a Template in the newly created diagram artifact.

This article lists the steps to create a Template and create an artifact from the Template.

Creating a Template Artifact

Step 1. Select the _Record Templates_ project in the repository and then select a record type for which you want to create an artifact (Template)

To learn about how to switch a project, click here.

Step 2. To learn how to create an artifact (Template)

The procedure to create a template is similar to create an artifact.

To learn how to create an artifact, click here.

Step 3. The newly created template displays in the repository

Creating an Artifact from a Template

Step 1. Select a project in the repository and select a record type for which you want to create an artifact

NOTE

You can only create artifacts of a record type that displays the Template option while creating an artifact.
To create an artifact from a Template in other projects, it is mandatory to have artifacts (Templates) of its record type in the _Record Templates_ project. Otherwise, the Template option will not be visible in other projects.
You can anytime make changes to the artifact created from a Template.

Revised: May 10^th, 2021