This topic provides information to a change administrator about procedures to create, modify, and search template selection rules.
Before you begin, ensure that the following prerequisites are met:
Navigate to Administrator Console > Application Administration Console > Custom Configuration > Foundation > Advanced Options > Template Selection Configuration.
Click Template Selection Configuration to open the form.
The following figure illustrates the Template Selection Configuration form.
In the Create New Rule form, enter the inputs as per your requirement.
Ensure that you populate all the mandatory fields marked with asterisks (*).
Name of the rule.
Name of Company for which the rule is defined.
The template to be applied, when the rule is selected.
The status of the rule - Offline or Enabled
To ensure that your rule gets precedence when searching, in the Sort Order field, enter a higher value for the sort order. For more information about sort order, see Sort order for template selection rule.
You can see the rule in the search area of your form.
Open the Template Selection Configuration form.
Select the rule that you want to edit by clicking the check box next to the rule name and click
In the Modify Rule form, edit the input criteria as per your requirement.
In the following example screenshot, the rule is modified by selecting another template for the rule in Template Name.
You can see the modified rule in the search area of your form.
To make your search more specific, you can narrow down the criteria to search a change template selection rule.
For example, you can search a rule for Calbro Services with following attributes:
Change class: Standard
Template Name: Calbro Services Standard-Medium
The following screenshot shows results of search for a specific rule.