[v4.52] Creating a job using a template
Content
A new job from an existing template can be created in two ways:
Selecting the template when creating the job
Starting the template from the template management
This article introduces you to both options for creating a job using a template in MOXIS 4.52.
Step-by-step guide: selecting a template when creating a job
Step 1: To generate a job based on a template when creating a job, start creating the job as usual. However, instead of selecting recipients, etc., simply upload the document of your choice and click on Select template (see figure 1 [1]).
Figure 1: Selecting a template while creating a job
Step 2: A window will now open showing you all the templates. You now have the following options:
(1) Templates: Here you will find an alphabetical overview of all the templates available to you.
(2) Filter by template name: Enter the template name here and filter the results accordingly.
(3) Creator: This field provides you with an overview of the creators of the respective template.
(4) Action: Start a job based on a template by clicking on the arrow in the corresponding row. The job will then be automatically created with the data stored in the template.
(5) [Cancel]-button: Click this button to cancel the process.
Figure 2: Select templates in the MOXIS template management
Step 3: Click on the grey arrow in the line where your desired template is stored (see figure 2 [4]). The template is now visible in the Job creation section in the Template selected section (see figure 3 [1]). The job is now automatically filled with iteration levels (see figure 3 [2]) and recipients (see figure 3 [3]).
Figure 3: Creating a job based on a template
2. Starting the template from the template management
In order to start a template from the Manage Templates section, open the Manage Templates section of the Settings (see figure 4).
Figure 4: Open the Manage Templates section
In the template management (see Figure 5), you can
view the template details (see Figure 5 [1])
or
start the template by clicking on the grey arrow (see Figure 5 [2]),
edit the template by clicking on the grey pencil (see Figure 5 [2]),
or delete the template by clicking on the red X (see Figure 5 [2]).
Figure 5: Start, edit, share or delete templates in the manage templates section
Once you have selected a template, you will be asked to upload a document (see figure 6). To do so, click on the Select Document button. Next, continue processing the job as usual. All further steps are the same as those described in chapter 1 of this article.
Figure 6: Upload a document for a job based on a template