Force template on RFx creation

[martin_schffler]

Is there a way to force the users to use a template when creating an RFx?

Or is it possible to make a RFx template the default so that if no template was selected the default template gets used automatically?

Thanks,

Martin

[Former Member · Accepted solution]

Hi Martin,

If i understood your requirement correctly, If you want to force users should use only RFx template to create RFx then you can inactive RFX document types in system. Then when users try to create RFX they will have only 'From Template' option.

I didn't find any possible way to make any RFx template default.

Regards,

Lava

[martin_schffler · Accepted solution]

Hi Lava,

This is an interesting approach to the issue and it indeed forces the users to choose a template.

But what other consequences does this have?

One that comes to mind is that for creating new templates we have to temporarily activate the type(s) again. That of course is a very infrequent task.

But are there other issues caused by the type to be inactive?

In addition it seems like a bug that templates based on inactive types can still be used. So I am a bit cautious to rely on this.

Regards,

Martin

[former_member190023 · Accepted solution]

Hi Martin,

There shouldn't be any impact in using inactivated document types. We have been using such a setup for a couple of years now for Master Agreements. PS: I hope SAP doesn't classify this as a bug

Regarding the default template for "Create RFx", that is definitely not possible, because the transitional Bo used (400) is actually generic. We cannot hook anything to it (like PageCust or ScriptDef) because rendering the page is done in the source code.

Regards,

Bogdan

[former_member13619 · Accepted solution]

Hi Martin,

Actually when you do the setup as Bogdan has mentioned, inactivate the doc types and this is done numerous times already with different companies (so no risk) you can only continue when you have selected a template in the wizard so indirectly you force the users to choose a template.

Erik