Creating Templates

Use the New Template wizard to create new templates that are available to users when they right-click in File Explorer and click New.

1. Right-click Templates and click New Template.
2. In the New Template wizard, on the Template Name screen, for Menu string, type the command to show in the New submenu in File Explorer.
   The menu string becomes the template name in the Administration tool.

3. Click Next.
4. On the Execute as screen, select the permissions for Enterprise PDM to check when a user creates files and folders using the template. Choose one of the following:
   • Use the permissions of the logged-in user
   • Read permissions from the following user

     Type a User name and Password.

   Click Next.

5. On the Template Cards screen, select cards to prompt the user for variable values when using the template, then click Next.
6. On the Files and Folders screen, define files and folders that are created by the template, then click Next.
7. On the Icon screen, select an icon for the New submenu, then click Next.
8. On the Users and Groups screen, select the users and groups who can use the template, then click OK.

   The new template is added to the Templates node.

• New/Edit Template - Template Name
  Use this screen to enter the template name. Users will see this name from the Windows Explorer New menu.
• New/Edit Template - Execute as
  Use this screen to select which user's permissions to use when running the template.
• New/Edit Template - Template Cards
  Use this screen to optionally display an template card when a user runs the template. The card can contain controls such as check boxes, edit fields, and lists. The values the user enters are used by the template to assign folder and file names.
• New/Edit Template - Files and Folders
  Use this screen to define the folders and files that the template creates.
• New/Edit Template - Icon
  Use this screen to assign a template icon. The icon appears next to the template name in the list of templates from the File Explorer New menu.
• New/Edit Template - Users and Groups
  Use this screen to select the users and groups that can run the template.
• Organize Template Variables
  Use the Organize Template Variables dialog box to set up variables that can be used in the template.
• Example: Creating a Project Template Using a Template Card
  In this example, you use a template card to specify the customer name and project name for a new project.