Child pages
  • KB78623949: WebCenter - How to configure the Project Creation form: Change visibility, title and order of sections
Skip to end of metadata
Go to start of metadata

 

Description

It is possible to change the page you see when you create a new project from a template, also called the Project Creation form. By modifying your template's configuration, you can show or hide different sections on the project creation page and make them required or optional in some cases. It is also possible to change the order of the different sections and rename them through your attribute category.

Procedure

Configure visible sections in your template

As an Admin user, you can choose which sections should be available when a project is created from a specific template.

  1. Select your template.
  2. Choose Configure > Project Creation.
  3. On this page, you can setup autonaming for your project and show or hide different project creation sections, some sections can be made required as well.
  4. Click Change to save your configuration.

For more information on this specific page, see: help.esko.com.

Configure Project Creation sections from your attribute category

As an Admin user, you can customize your Project Creation form even more by modifying the project attribute category that you have used in your template. This feature is limited to systems with the lifecycle management license enabled.

You can rename different sections, change the order in which they are displayed at project creation time, and even change the width of the sections:

  1. Select your attribute category.
  2. Make sure you are in Grid layout.
  3. Click Edit Terminology (top right of your screen).
  4. For each section you can add a new name in the New Term field.
  5. At the bottom of the dialog, you can alter the sequence by inserting a code in Section Sequence. For example, type AGM to change the sequence to Attributes - General Details - Members.
  6. Change the default width of the sections, by typing a new value in Section Width.
  7. Click OK.
  8. Click Save to save your attribute category.

For more information on this specific dialog, see: help.esko.com.

Article information
Applies to

WebCenter 12.1 and newer

Created12-Dec-13
Last revised25-Jul-14
AuthorDEKE
CW Number238612
Contents