Registering a BOD Template

Before you can see or select a BOD template for use on the Event Action Send BOD form, you must register the template in the application.

  1. Open the Maintain BOD Templates form and execute Filter In Place.
  2. If the form is not set to register a new template, click the New icon in the toolbar.
  3. Click Upload Template.
    Alternatively, you can Import a template directly, using the BOD Template Import Wizard.

    See Importing BOD templates.

  4. Select and upload the XML template file, using one of these techniques:
    • Locate the file on your computer and then click-and-drag it onto the Upload Template dialog box.
    • In the Upload Template dialog box, click Select File, and then use the Open dialog box to locate, select, and open the XML file.
  5. Click Upload.
    The template is uploaded and the XML code is displayed on the Templates tab. If there is a template schema included as part of the template, the schema displays on the Template Schema tab.
  6. Specify this information:
    Template Name

    Specify a name to identify the template.

    By default, the system uses the name of the XML file that you download. You can change it if you wish.

    Version
    Specify the version number of the template, if you know it.

    If you import the template, rather than uploading it, the system populates this field automatically.

    Description
    Optionally, provide a description of how the template is intended to be used.
    Active

    To make the template available for use, select this check box.

    If you clear this check box, the template is not listed in the Templates field of the Event Action Send BOD form.

  7. Save the new BOD template definition.
The BOD template is now registered with the system and is available for use with the Send BOD event action (in the Application Event System).
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