September 2020 Product Adoption Tip: Linked Templates

CSP Discussions
1

Here’s the Prophix Product Adoption Tip for September of 2020

Check it out and let us know what you think!

You can add links to templates on a report you’re viewing. You can add one link to a template per template object.

What are template objects?

Template objects are the nodes you see on the left panel. They include rows, columns, cells, auto text charts, and images. If you clone an object like a rows or column, the clone is treated as a separate object.

How do I link the template?

Select the object you want to link the template to and click the link button.

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Or right click the object.

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The file select dialogue will appear.

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Select the template you want, and a mapping section will open. Here you will be able to dictate which page this linked template will open in.

Click ok. You will be able to determine which object has a linked template by the chain icon beside it.

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Click save and it’s ready.

Now that the template is linked, how do I launch the linked template?

In either Data Entry mode or Report mode simply right click the object and a linked template option should appear.

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Click that and the template will open in it default mode.

2

Interesting. Will have to see how we can use this.

Thank you.

3

I still have never actually used this but remember learning how. Great refresher and I may need to try it

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4

With all of the new advancements I forget how much is already there to use.

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5

Great tip, Brian! One idea on when this would be used is when you have a Summary P&L Report, you can go ahead and link a Detailed P&L Report to it.

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6

I can see where this would be really handy!

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7

Another creative way to use this is to use this in conjunction with images or Auto text.

You can have an auto text that says something like “right click here” or Text that has a name of a particular report or have a image of a button and you can essentially kinda make them like hyperlinks

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8

Great tip! Thanks for sharing

9

Looking forward to using this in my Templates.

10

Thanks for the great tip!

11

This is a great reminder! I need to implement this somehow.

12

Thanks for sharing - good tip!

13

very helpful, wasn’t aware you could link templates

14

Thanks for sharing! I wasn’t aware that this was possible.

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15

Interesting share and concept.

16

I will see how we can make use of this!

17

We might use this in our templates

18

This is an excellent tip. I like to add my Linked Templates as an Auto-Text and format the text in blue text/blue underline, to mimic a hyperlink so that it stands out to the user as “click here”.

As well - you can add more than 1 Linked Template to a report!

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19

I had no idea this was possible. Interesting, will hold onto this for when we can identify an appropriate use for it.

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20

We use linked template to provide further detail breakdown.

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