A default template can be applied to a folder using configured template patterns. A template pattern contains text, Keyword Type variables, or both. Valid patterns match up with one or more existing template names.
Using template patterns requires careful planning and configuration. Before configuring template patterns, ask yourself these questions:
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Should the default template be applied to a folder based on an existing folder keyword value? If so, ensure the appropriate templates are named in a way that incorporates values from a Keyword Type.
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Should the default template be applied to a folder based on the user opening the folder? If so, ensure the appropriate templates are assigned the correct User Groups.
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Should the default template be selected based on both a folder keyword value and the user accessing the folder? If so, ensure the appropriate templates are both named and assigned accordingly.
Once you identify the group of possible default templates for a Folder Type, configure one or more template patterns.
Template patterns do not require templates to be selected for a Folder Type. In other words, any existing template can be used as possible default templates in this scenario.
To configure template patterns for a Folder Type: