Thursday, January 1, 2009

How to create a business item template

 
Quickstart tutorial 2-How to create a business item template 
 
 
 

How to create a business item template

Introduction

Business item templates are categories used to model groups of business items that share common properties.
 
A business or organization can have many different business items in its processes. A larger organization might have hundreds or even thousands of business items that it needs to account for in its process models. Many of these business items might share common characteristics or attributes, as well as contain attributes that are unique. A business item template enables you to create a set of attributes once, and then apply those attributes to as many business items as you require. At Quickstart Finance, all documents created for business purposes contain certain common characteristics. Rather than add those characteristics to each type of document, you will use a business item template.

How to create a business item template 

Add a business item template called Business Document.
 

Before you  begin

Note: Templates are not shown in the Project Tree by default. To make templates visible, you must first clear the definition template filter:

  1. click the Project tree filters button on the toolbar at the top of the Project Tree, and
  2. clear the Definition templates check box.
  3. Click OK.

 

 

To create a business item template, complete the following steps below:

 
 

Step 1

 

In the Project Tree, right-click the Loans data catalog and select New > Business Item Template

 
 

Step 2

 

  1. In the Name of new business item template field, type Business Document.
  2. In the Description of new business item template field, type Attributes for all documents used in the loan application process.
  3. Click Finish.
 
 

Step 3

 

The new business item template is listed in the Project Tree and opens in the definition editor.
 
Now that you have created a business item template for your business documents, you can add the attributes that will be common to each of the documents.

Adding attributes to a business item template
Attributes are the characteristics of a business item template that are inherited by any business item that you create with that template.
 

 

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