4 Configuring Custom Templates

Prerequisites for Configuring Custom Templates

Custom templates are used for configuration that applies to a sub-set of properties. For example, custom templates could be configured for various brands within your chain, applying brand-specific configuration in addition to global configuration from the enterprise template. For each custom template created, a Manage Custom Templates sub task is auto-created in the Custom Template task group; assign this task to user groups for user access to the template. See Managing User Groups for more information.

Note:

The list of configuration types is independent of the OPERA Controls enabled in templates.

Note:

Only pending configuration can be deleted from a template.

Related Topics

Adding Custom Templates

Tip:

Configuration types with no dependencies follow an alphabetical order and appear below other configuration types with dependencies. Configurations types with dependencies are listed at the bottom of the list in order of dependencies within the configuration category.

Tip:

When a code description is too long to display fully in a list, hover over the description to view the complete value.

  1. From the Side Menu, select Manage Custom Template.

  2. Click Create and enter the following details:

    1. Code: Enter a code for the template.

    2. Description: Enter a description for the custom template.

    3. Enterprise Template: Select an enterprise template from the list to link to the custom template.

    4. Select the Configurations tab to add configuration to the template.

      1. Use the search field to locate a configuration option by name.

      2. Use the Group-By Category list to filter or group configuration types by category.

      3. Select configuration Categories and Types to include in the custom template.

    5. Select the OPERA Controls tab to setup OPERA Controls in the template.

      1. Use the search field to locate OPERA Controls by name or description.

      2. Use the Group-By Category list to filter or group OPERA Controls by category.

      3. Use the Status filter to view OPERA Controls by status, such as pending or rejected.

      4. Select a Group, then select Functions or Parameters to expand the list.

      5. Select the OPERA Controls to include in the custom template.

    6. Click Create.

Parent topic: Configuring Custom Templates

Editing Custom Templates

Note:

Existing Configuration Options cannot be deselected (removed) from template.

Note:

Only pending configuration can be deleted from a template.

  1. From the Side Menu, select Manage Custom Template.

  2. Select the custom template code in the search result then click Edit Edit icon

  3. Select the Configurations tab to add configuration to the template.

    1. Use the search field to locate additional configuration options by name.

    2. Use the Group-By Category list to filter or group configuration types by category.

    3. Select additional configuration Categories and Types to include in the custom template.

  4. Select the OPERA Controls tab to setup OPERA Controls in the template.

    1. Use the search field to locate OPERA Controls by name or description.

    2. Use the Group-By Category list to filter or group OPERA Controls by category.

    3. Use the Status filter to view OPERA Controls by status, such as pending or rejected.

    4. Select a Group, then select Functions or Parameters to expand the list.

    5. Select the OPERA Controls to include in the custom template.

  5. Click Update.

Parent topic: Configuring Custom Templates

Deleting Custom Templates

Custom templates can be deleted when properties are not assigned and the configuration has not been distributed.

  1. From the Side Menu, select Manage Custom Template.

  2. Select the custom template code in the search result then click Edit Edit icon

  3. Click Delete Template, then click Delete to confirm.

Parent topic: Configuring Custom Templates