With this new feature, users can seamlessly incorporate predefined rich text templates into description fields, promoting alignment with their organization’s preferred standards and enhancing the convenience of using wiki templates.
Key Benefits
- Content Standardization: Equips users with predefined rich text templates, ensuring consistent content formatting across modules.
- Productivity: Saves time and effort by simplifying the application of templates, thereby optimizing productivity.
- Error Reduction: Minimizes errors by employing structured and pre-approved content.
How It Works
- Begin by creating wiki-type documents that encapsulate common requirements and content formatting practices. These documents will serve as the guiding templates for users.
- A new ‘Insert Template’ button next to description fields in the ‘edit’ and ‘create’ forms. Clicking this button triggers a pop-up window, providing the options to preview and select from the range of predefined templates.
- This pop-up window is filtered to display exclusively wiki-type documents, granting access only to the relevant templates.
- Upon selecting a document, its description content will seamlessly populate the rich text field currently being worked on.
To access more information on how to create wiki templates and incorporate them into description fields, please click here.
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