Help Screen

WebSite Director

PROPERTIES - TEMPLATE

This screen displays information about the template displayed in the Request field. The information on this screen may be revised by authorized users.

INFORMATION ON THIS SCREEN:
Request The Request Type (EMAIL, ADD, MODIFY, COPY, RENAME, or DELETE) displays preceding the following:
  • TEMPLATE <path and filename>
  • if the Request Type is COPY or RENAME, the new path and filename for the template also displays

If the Request Type is EMAIL, it must be changed to one of the other Request Types (ADD, MODIFY, COPY, RENAME, or DELETE) before the request can be published or approved to a workflow stage that requires a valid Request Type. 

Request Type

One of the following request types: EMAIL, ADD, MODIFY, COPY, RENAME, OR DELETE.

Note: If the Request Type is EMAIL, it must be changed to one of the other Request Types (ADD, MODIFY, COPY, RENAME, or DELETE) before the request can be published or approved to a workflow stage that requires a valid Request Type.

Filename The path and filename where the template associated with the request is/will be published.
Description The description of the content associated with the request. If permitted, you may type the description of the new content in this Data Entry box; up to 255 characters.
Locked By If the request is locked, this field displays the name of the user who locked it. If you have "Unlock All Requests" System Permission, you may unlock the request or change the name of the user to whom the lock is currently assigned. See User Permissions

Care should be taken before unlocking a 'locked' request to make sure it is not currently being worked on by the locking user. To unlock a locked request, or change the name of the "Locked By" user, select "No Lock" or the name of a user from the drop-down box.

Author The Last Name, First Name and User ID of the Author. The default for this field is set on the System Policy screen. If you are an authorized user, you may change this field.
Maintainer The Last Name, First Name and User Name of the WSD-authorized user allowed to disapprove requests in workflow stages to which the user does not normally have access.
Submitted by The WSD-authorized user who submitted the request into the workflow process. 
  • If you have "Modify Submitter" System Permission, you may change the name of the submitter. See User Permissions
  • For e-mail requests from authorized WSD users, this name is derived from the submitter's e-mail address.
  • For e-mail requests from non-WSD authorized users, a valid WSD user must be selected as the Submitter before the document is approved to a workflow stage requiring "Submitter" as a "Required Request Field."
Next Rev. # The next revision number of a template that will be assigned when that template is published. This number begins with 1.0, and is automatically incremented by 0.1 or the default "Version Increment" assigned on the System Config screen. The value in this field will be permanently assigned/recorded when the template is published to the web site. While a request is being processed, the revision number can be changed manually, but only to a *larger* number. This number may not be less than 1.0, and must be larger than the most recently published version.
Publish Date The date/time to publish the template following final approval. The Default Publish Date is set on the System Policies screen. The valid values are:
  • Immediately - The template will be published as soon as it is approved to the Publishing stage. 
  • Tonight - The template will be published the next time the overnight publishing module is executed after final approval. This is the default value unless the default has been changed on the System Policies screen. Note: When "Tonight" is selected, the date fields to the right of this option are ignored. 
  • Future Date - You may select a date, or a date and time, in the future for publishing the template. The "Time" option depends on the Publish Date Selection on the System Policies screen. Note: When "Future Date" is selected, the document will be published the first time after final approval the publishing module is executed following the date, or date and time, displayed to the right of this option. Use the drop-down date lists to select the correct publication date and (optional) time.
Expiration Date

This property is used to determine if/when WSD's "Cleanup Database" module should automatically generate and submit a request to Delete or Modify this template.

The first element for this property is as set of radio buttons labelled as follows:

  • Never -- Do not generate an automated request.
  • Delete -- Generate a Delete Request on the specified date
  • Modify -- Gemerate a Modify Request on the Specified date

The second element of this property specifies the date on which the automated request will be generated when the Delete or Modify radio button is selected.

See the Automated Submission tutorial for more information.

File Size The file size of the template in bytes; calculated by the system each time it is displayed

FUNCTIONS:
VERSION HISTORY Select this function to display the Version History screen for the template.
APPROVAL HISTORY Select this function to display the Approval History screen for the request.
APPROVALS NEEDED Select this function to display the Approvals Needed screen. If you have "Modify Approvals Needed" system permission (see User Permissions) and have accessed this screen from the Edit Request or Submit New Request screen, you may change the Approval Class and Approvals Needed selections for this Request.
UPDATE PROPERTIES Select this function to save the changes made on this screen, and return to the request processing screen.
RETURN Select this function to return to the request processing screen without updating any of the changes made on this screen.

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