ServiceXG Basics

Process to template links

Add, update, or delete a basys system process (Process ID) link to a WriterXG template. When WriterXG is initially configured, the process to template links are set up.

Go to: Home > System Administration > WriterXG > Process to Template Links

Add a Process ID—template link

1. Select the Process ID from the list. Depending on the selected process ID a qualifier list might display (this is from the Process Key Definition defined in the Process window). See View or update the WriterXG process definitions.

   • If a secondary list displays, select a qualifier from the list. For example if you select a Year End process a Year list displays where you can select a year or if you select a check process a Draft list displays where you can select the draft to associate to the process.

     Important! Only link one process to a template.
2. Click .
3. Select T-Template from the Link Type list.
4. Select the Template to associate the process to from the list.
5. Click to apply your changes to the template.
6. If you’re done making changes, click OK to save your updates and close the window or click Apply and keep the window open.

Update or delete a template's process link

1. Select an existing Process ID and associated qualifier if needed (in the example below, fund) from the list. Any templates with links to the process display in the table. You should only set one link for each process ID definition.

   

2. If more than one template link displays, select the necessary one and choose one of the following actions.
   • To delete the template link, click .

   • To update the template link, select a different Template from the list for the selected process.

     Note: If the process has a qualifier (draft, fund, year, form, etc.) you can't change it. You can only update the template.

3. Click to apply your changes.
4. Click OK to save your updates and close the window or click Apply and keep the window open.