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.
  2. Specify this information:
    Template Name

    Specify a name to identify the template.

    If you leave this field blank, the system automatically uses the name of the XML file that you download.

    Version
    Specify the version number of the template.
    Description
    Optionally, provide a description of the template.
    Active

    Select this check box to make the template available for immediate use.

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

  3. Click Upload Template.
  4. Browse for the XML file that contains the BOD template.
  5. Click Upload.
  6. Click Save.

On the Templates tab, the template is loaded and the XML code is displayed.

To clear the template view and start over, click Clear Template.

Parent topic: About Event Actions
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