Defining Class Templates

To define class templates, use the Class Templates (LM_TMPL_SETUP) component.

Page Name

Definition Name

Usage

Template Setup Page

LM_TMPL_SETUP

  • Define basic template information such as the template name and the name of the data entry page to generate from the template.

  • Select the group boxes from the Maintain Courses, Maintain Delivery Methods, and Maintain Classes components to include on the data-entry page.

Template Framework - Section Details Page

LM_TMPL_SETUP_OBJ

Define behavior of the fields on the data-entry page generated from the template.

Template Security Page

LM_SEC_TMPL

Define security for the template.

Use the Template Setup page (LM_TMPL_SETUP) to define basic template information such as the template name and the name of the data entry page to generate from the template. Use this page to also select the group boxes from the Maintain Courses, Maintain Delivery Methods, and Maintain Classes components to include on the data-entry page.

Navigation:

Set Up ELM > Catalog > Class Templates > Template Setup

This example illustrates the fields and controls on the Template Setup page.

 Template Setup page

Field or Control

Description

Template Name

Specify a name for the template.

Status

Select Active or Inactive.

Template Page

Use the fields in the Template Page group box to select the group boxes and their associated fields from the Maintain Courses (LM_CI_LA_CMP), Maintain Delivery Methods (LM_DMTHDS_LA_GBL), and Maintain Classes (LM_ACT) components that you want to consolidate into a single data-entry page for defining classes. The sections in the Template Section column are the group boxes containing the fields. You determine which fields to include from each group box (section) by clicking the Details link and defining the field behavior.

Field or Control

Description

Page Name

Specify the name of the data-entry page to generate from the template.

Page Order

You can divide the template into multiple pages, with one or more group boxes (sections) on each page, or place all group boxes and their associated fields on a single long page.

If you divide the template into multiple pages, indicate the relative order of the pages in the Page Order field.

Note: To create a multi-page template, click the Add Page link.

Template Section

Select the group boxes (template sections) that will appear on the data-entry page. The available group boxes are from the Maintain Courses (LM_CI_LA_CMP), Maintain Delivery Methods (LM_DMTHDS_LA_GBL), and Maintain Classes (LM_ACT) components.

Once you have selected the group boxes you want to include in the template, you can configure each section at the field level by clicking the Details link.

Note: The group boxes marked with an asterisk contain required fields. If you create a template that does not include one of these group boxes, the system issues the following warning: These Sections with required fields are not in this template definition: <List of Required Sections>. In addition, if a required field is not included in a template, you will not be allowed to save new classes when you use the template on the Quick Create Classes or Catalog Import components.

New Label

Enter a custom label for the group box that will appear on the template-based page.

Details

Click to access the Section Details page.

Add Section

Click to add a new group box (section) to the page.

Add Page

Click to divide the template into multiple pages.

Clone

Click to copy the template under a new Template Name.

Preview Page

Click to preview a specific data-entry page that you will generate from the template.

Preview Template

Click to preview all of the pages that you will generate from the template.

Use the Template Framework - Section Details page (LM_TMPL_SETUP_OBJ) to define behavior of the fields on the data-entry page generated from the template.

Navigation:

Click theDetails link next to a group box (template section) on the Template Setup page.

This example illustrates the fields and controls on the Template Framework - Section Details page.

 Template Framework - Section Details page

For each group box (section) selected on the Template Setup page, set up field level details on the Template Framework - Section Details page.

Field or Control

Description

Required

Select Required if a value must be entered for this field when using the template.

Note: Fields that are required on the source component will default to being required on the template. You cannot override these defaults on the Template Framework – Section Details page.

Object and Data Type

These fields display the name and type of the field.

New Label

Enter a custom field name that will replace the object field name on the template-based page.

Display Status

Indicates if the field is visible on the template-based page, and if it can be edited:

Valid values are:

  • Editable: The field will appear on the page, and can be modified by the user.

  • Invisible: The field will not appear on the page.

    Note: If you hide a field that is required and for which there is no default value, you will not be able to save new classes when using the template on the Quick Create Classes or Catalog Import components. Consider this carefully when selecting the Invisible option.

  • Viewable: The field will appear on the page, but will be read-only.

    Note: If you make a field viewable that is required and for which there is no default value, you will not be able to save new classes when using the template on the Quick Create Classes or Catalog Import components. Consider this carefully when selecting the Viewable option.

Data Source

Specify the starting value of the field. Select one of the following:

  • Blank: The field will have no starting value.

  • Default: The field will appear with the default value entered in the source component.

  • Value: The field will have the value specified in the Custom Data field.

Custom Data

This field appears only if you select Value in the Data Source field. Specify the starting value of the field in this column.

Preview Section

Click to view the section as it will appear on the data-entry page generated from the template.

Use the Template Security page (LM_SEC_TMPL) to define security for the template.

Navigation:

Click the Security link on the Template Setup page.

This example illustrates the fields and controls on the Template Security page.

 Template Security page

Field or Control

Description

Learning Environment

Specify the learning environments that will have access to this template to create classes.

Use For Editing

This field controls whether the template can be used for updating an existing course, delivery method, or class, or can only be used to create new courses, delivery methods, or classes. If you select the Use For Editing check box, then the template is available both for updating and creating new catalog structure components.