By default, folders are not restricted to a specific template. You can change the
default setup such that users can only work with particular templates in a
folder.
Note: For this configuration you require the Edit folder properties
document permission. To access the Document restrictions tab, you
require the Read folder properties document permission.
About this task
To configure template restrictions, you employ template folders. Template folders are
standard folders that you designate for this purpose. They hold all templates you
want to make available to users. You can configure several template folders and
assign them to different folders, for example, to cater to different laboratory
groups.
For this procedure, we use a sample setup where two
document types are available in the database. Each document type provides a from
scratch option. Document type A provides one template, document type B two templates:Figure 1. Sample folder setup without template restrictions
Procedure
To configure template restrictions:
In the Navigator, right-click the folder for which you
want to change the properties.
From the context menu, select Folder properties.
In the Folder properties dialog, navigate to the
Document restrictions tab.
Select Change configuration.
Tip: To reset all settings to their default, select Reset configuration.
Under Templates, activate the Restrict
available templates option.
Example:
In this example, the template folder holds two
templates, one for each document type. Assigning the template folder
restricts the available templates accordingly. The second template for
document type B is no longer visible in the Create a new
document dialog:Figure 2. Using a template folder to restrict available templates
Select Change… next to Template
folder.
In the Select folder dialog, navigate to the folder that
holds your templates, and confirm your selection with OK
.
If users should not be able to create documents from scratch, select the
New documents must be created using templates
option.
Example:
In this example, the template folder provides a template for document type B.
As document type A does not contain a template from the template folder and
from scratch options are not allowed, the complete document type is not visible.Figure 3. Enforce the use of templates for document creation