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SUBMIT NEW REQUEST - TEMPLATES
This screen begins the Submit New Request process. It allows you to select/change the Request Category, Current Directory, and (for all but Add/Upload Template) the template to be submitted into the WSD workflow. If you wish to submit a request for content, select Document in the drop-down window.
Workflow Stage The default workflow stage for your system displays under the screen title. This may or may not be the stage into which your request will be submitted. The workflow stage for your request will be based on the Approval Class, as follows:
Directory Navigation
To back up one directory level, WSD provides one of the following methods depending on your User Preferences settings:
Function Buttons The Function Buttons take you to the appropriate screen where you will enter information about your request before it is submitted. You may also View existing templates listed in the "Directories and Documents" or "Current Documents" list.
To begin the submission process:
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INFORMATION ON THIS SCREEN: |
User | Your First and Last Name (e.g. John Doe) and your User Name (e.g. doeboy) |
Request Category | The drop-down list displays the request category: Templates. Note: If you wish to submit a Document request, highlight Document in the drop-down list. Depending on your "User Preferences," WSD will either automatically display the next screen or you must click to complete your selection. WSD will display the Submit New Request - Document screen. |
Current Directory | The current directory; selected on this screen or the previous screen. |
Directories and Templates or Current Templates | A scrollable list of Template Directories in the Current Directory. |
CHANGE
DIRECTORY or |
These buttons allow you to change to a different directory when used with one of the methods of navigation. See Directory Navigation above. |
Note: If you change a
template that is currently used by published documents, you must use the Apply
Template function on the applicable "Maintain <template type>
FUNCTIONS: |
Select a template name from the list of templates, then click this button to display that template's HTML source code.
Warning: Because templates are only fragments of HTML code, a template may NOT display properly in "View Sample" mode, depending on your browser's ability to display incomplete pages! | |
PROPERTIES | Select a template name from the list of templates, then click this button to display the Properties screen for that template. |
ADD/UPLOAD TEMPLATE | Click this button to display the Add/Upload Template screen. |
DOWNLOAD TEMPLATE | Select a template name from the list of templates, then click this button to download the template to your local computer. Your browser's download function prompts you for the location on your local computer to which the selected template will be downloaded. |
MODIFY TEMPLATE | Select a template name from the list of templates, then click this button to display the Modify Template screen. |
COPY TEMPLATE | Select a template name from the list of templates, then click this button to display the Copy Template screen. |
RENAME TEMPLATE | Select a template name from the list of templates, then click this button to display the Rename Template screen. |
DELETE TEMPLATE | Select a template name from the list of templates, then click this button to display the Delete Template screen. |
RETURN | Click this button to return to the previous screen. |
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