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Episode X: Teaming Templates



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October 6, 2009 3:16 pm

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Episode X: Teaming Templates

This installment wraps up our series of Teaming training articles. In it you’ll learn how to create, configure, and use a Teaming template. If you haven’t been keeping up, or if you need a refresher, feel free to read our last article to get up up to speed: Episode IX: Creating a Workspace.

Teaming templates are useful if your company plans to use the same form and workflow in several separate departments. For example, if your company has multiple physical facilities or if different departments occupy different buildings, you can implement a Facilities Issue Report form and workflow in each building instead of on a company-wide basis. Proper use of Teaming templates lets you set up a workspace and folder where you can run your form through a workflow as a template, and then use that template as many times as you want. This feature of Teaming saves you the time and trouble of configuring and testing the same workspace and folder over and over again.

Within Teaming templates, you have the option to create a new Workspace Template or a new Folder Template. As you learned in the previous episode, folders operate within workspaces, so you will build templates for both.

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After entering any workspace, select Manage, then select Site Administration.

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Now select Manage Workspace and Folder Templates.

Teaming gives you the option to select from a variety of templates already available on the system. Although this is easy, it isn’t very educational, so you’re going to build a new template from scratch.

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Select New, then select Workspace.

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Give a title and name to your new workspace template, then select Add.

You can fill in any descriptive details you want, and you can also add a picture or logo under the Branding section that you will see after you have added your template. When you finish your modifications, click OK to see the following:

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At this point, you are given the option to Add Folder Template under Manage This Template. However, you haven’t built a folder template yet, so you need to complete this step later.

Now that your workspace template is prepared, you need to build a folder template to add to it. Click Manage and Site Administration (note that you must have admin rights to preform the following actions) and follow the same steps you did before until you get to the step where you added the workspace template last time. This time, select New, then select Folder. Give your new folder template a name and a title, then select Add.

Teaming now asks you to enter any descriptive information and branding, just as you did with the workspace template. Add the modifications you want, then select OK to complete the addition of your new Folder Template. You should see something similar to the following:

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Next, Manage This Target, then select Configure. Configure the Folder to run a form in a workflow process according to your needs, then click Apply and Close. If you don’t remember how to do this, be sure to read Episode IX: Creating a Workspace.

Now that your folder template is configured for a form and a workflow, return to Site Administration, select Manage Workspace and Folder Templates, then select the workspace template you created during the first portion of this article. It should be found under Custom Templates. Select Manage this Template > Add Folder Template. Find the folder template you just configured, select Add, then select Close. This should return you to the Manage Workspace and Folder Templates page.

Now select Export at the top of the Manage Workspace and Folder Templates page and send your newly built template into action. Make sure that when you import your template into another system, you also import the form and workflow you configured the template to read. A template still needs the original form and workflow to accompany it in order to function properly. Feel free to play with access rights, branding, and anything else you might have been curious about during this article. If you have been keeping up, you should have the skills necessary to work the details out on your own.

Congratulations! You have come to the end of your Novell Teaming training. Although this ten-episode series hasn’t covered every possible feature of Teaming, you should now have enough information to figure out the solutions to any problems you come across. We hope that you have gained the skills necessary to accomplish anything you want to do with this powerful data management program!

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