Sub templates

New Development: Sub-templates

You can now create a template that will appear as a result of conditional branching.

For example, if the parent template is set-up to display job information, the child template can be set-up to display stock movement, and will get repeated once per stock item moved for the job.

Please note that sub-templates work with:

1. Worksheet answers
2. Financial doc line items
3. Stock movement

You will see that 16 new keywords have been created for use in sub-templates. 

Some keywords require the use of a sub-template. A sub-template can be used to pull through further documentation, all worksheet questions and answers, financial line items in a specific order and stock items used or planned against a job.

To add a sub-template to a template, you will need to create it first.

• Navigate to:[Top menu]Profile (icon)→Admin Settings→Account→Template→Add or open Microsoft Word.

Create your template as you wish and then click Save.

If you have created it with Microsoft Word, upload it to your site but do not add any usage to it.

Then you will need to insert it as a sub-template.

1. Open the template which you want to add a sub-template to.
2. Once the Template pop-up is open, click on Insert a keyword.

3. A new pop-up will open. Navigate to Miscellaneous → Sub-template.

4. Choose your template in the dropdown menu.

5. Then select within the 5 options presented in the Items to repeat the sub template with menu:

               1 - Simple insert, doesn’t repeat

               2 - Job worksheet answers

               3 - Planned job stock.

               4 - Actual job stock movements.

               5 - Financial document line items

Click Add.

Your sub-template is now inserted, you can click Save.

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Create sub-template for actual or planned stock movements