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Shilpa_Dubey1-Visitor
1-Visitor
Jan 3, 2018 1:21 PM UTC
Solved

How to create requirement document using template in Integrity

There are many document types in our organization we were planning to create templates in Integrity which can be used, im not able to get the option how to do so. Could anyone please share link or article which can help?

elvAnswer
5-Regular Member
Jan 5, 2018 9:30 AM UTC

Hello Shilpa,

 

Then you may go to admin client -> Queries, find a query named Finder Template Projects.

You can edit this query definition, there should be such a filter: Classification = "Template"

You can add Library to this filter: Classification = "Library","Template", so that both Library and Template project documents can be selected as template document when using Create From Template

 

Regards,

Eric

 

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4 replies

elv5-Regular Member
5-Regular Member
Jan 5, 2018 6:35 AM UTC

Hi Shilpa,

 

Generally the documents under /Templates project can be used as a template document to create from (if your solution has been configured properly).

For how Create From Template function works or how to configure, you may refer to article CS136993

 

Regards,

Eric

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Shilpa_Dubey1-VisitorAuthor
1-Visitor
Jan 5, 2018 8:16 AM UTC

Hi Eric,

 

Thanks for your reply. But I'm looking for the creation of templates using libraries. 

 

Regards,

Shilpa

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elv5-Regular MemberAnswer
5-Regular Member
Jan 5, 2018 9:30 AM UTC

Hello Shilpa,

 

Then you may go to admin client -> Queries, find a query named Finder Template Projects.

You can edit this query definition, there should be such a filter: Classification = "Template"

You can add Library to this filter: Classification = "Library","Template", so that both Library and Template project documents can be selected as template document when using Create From Template

 

Regards,

Eric

 

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