Creating and editing work area templates

A work area template is a pattern from which users can make work areas. The configuration options of a work area template are similar to that of the vault itself and of a workflow definition.

To create or edit a work area template:

1. In Configurator, expand Work Area Templates in the configuration tree to display the existing work area templates.
2. To delete a work area template, select it and on the Edit menu, select Delete.
3. To edit a work area template, select it and click the Edit button.
4. To create a new work area template, on the Edit menu, select New Work Area Template. A new work area template is added to the configuration tree and its property pages appear in the right pane.
5. Type or select options on the General page, as described in Configuring work area template general options.
6. Define the template’s workflow, as described in Drawing a workflow diagram.
7. Type or select options on the Extensions page, as described in Applying custom extensions to a work area template.
8. Type or select options on the Columns page, as described in Configuring work area view columns .
9. Type or select options on the Show Referenced Documents page, as described in Showing references in a work area.
10. Click the OK button to save your changes.