2194433 - How Form Template Selection Rules and Master Template Selection Works for a Particular Document?

This article describes how the form templates and master templates are being picked on runtime based on the Form Template Selection rules for a particular document.

Form Template Selection Rules:

1. If there is no rule maintained in the Form Template Selection for the respective form templates then the standard form templates will be picked based on the location of the sender’s company and receiver's preferred language.
2. Whenever create a custom template(New template), it is recommended to maintain a form template selection rules to select the required form templates.
3. If there are more than one Form Template, then the form template will be picked based on the parameters and the sequence defined in the rule. For example, there are two form templates and the order is as mentioned below:

           a. There is no given parameters(Parameter changes based on the business document).

           If there is no parameters mentioned then the system identifies the first template that available in the form template selection rules of the particular business document and display it.

           In this case if the second form template needs to be displayed when previewing a document, then change the sequence by clicking on the button Change Sequence and move to top. From next time onwards this will be picked.

          b. Parameters are maintained whenever preview the particular document, the system will perform a linear search and display the form template which is matching with the parameter.

    4. Form template selection rules can be overrode manually in the output settings of each document, which will be applicable to only that document.

Master Template Selection Rules:

         A. If the Master Template Usage is selected (there is a check box when select a particular form in form template maintenance view).

            Then the master templates that have been maintained in the Master Template Maintenance view of Application and User Management can be used.

         How a master template will be picked?

         1. If no master template has been created, then the default master template form will be picked. This will be applicable for all the forms available in the system.
         2. If any master template has been created, then based on the parameters(Company, Output Channel e.t.c.) given the master template will get picked at runtime.

      B. If the Master Template Usage is not selected then it is possible to maintain the header, footer, logo e.t.c. as per requirement for individual forms using Adobe Life Cycle Designer.

      C. Master template selection, in case of output history and preview.

          Output history selection will display the master template which was active on that point of creation/ release of the document whereas preview will render with the current master template that is active.

Form Template Selection Rule , KBA , AP-RC-OUT , Output Management , AP-RC-FF , Forms Flexibility , How To