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Use a definition as a template

You can specify that you want to use specific definitions as templates, but this is not mandatory. When you add a new definition, you can specify that it is based on a template.

To record a definition as a template:

  1. Go to:
    • General / Output / Management / Report.
    • General / Output / Management / GetConnector.
    • General / Output / Management / Analysis
    • General / Management / Entry layout.
    • General / Output / Management / Document.
    • Fiscal / Output / Management / Fiscal report set.
    • HR / Output / Management / Report set.
    • For views, go to the function that the view is a part of. Display the Views toolbar using Ctrl+Shift+K if it is not visible. Click on Views / Management in the view bar.
  2.  Click on the action: Definition.
  3. Select the To be used as template check box.

    Click on: OK.

To use a template for a new definition:

  1. Go to:
    • General / Output / Management / Report.
    • General / Output / Management / GetConnector.
    • General / Output / Management / Analysis
    • General / Management / Entry layout.
    • General / Output / Management / Document.
    • Fiscal / Output / Management / Fiscal report set.
    • HR / Output / Management / Report set.
    • For views, go to the function that the view is a part of. Display the Views toolbar using Ctrl+Shift+K if it is not visible. Click on Views / Management in the view bar.
  2.  Click on: New.
  3. Select the Show templates only check box.

    Profit only shows definitions that have the To be used as template check box selected.

  4. Complete the wizard. 

Directly to

  1. Working with data configuration
  2. Data collections
  3. Configure documents
  4. Views
  5. Configure analyses
  6. Configure reports
  7. Definitions

Process

Definitions

Work area

app