Templates

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What is a Template?

Logic Document Templates allow you to let FlexRule Designer create logic files from a pre-built one. This ability enables you to create and set up a set of logic (i.e., Decision table, flow, etc.) for your team, and once they want to create new logic, they will use these as a new document rather than the empty vanilla ones.

To add a new Template,

Document Types --> Templates

This enables you to apply a set of practices and configuration on your project, pre-build them into a template and let the team select new logic documents from template sections.

Save As

To save any document as a template, open the document and then go to,

Document -> Save As a Document Template 

And below Window appears:

  • Name: The title or name of the template
  • Description: A simple description of the template that helps to understand the purpose of it
  • Group: Defines categories to organize the templates. Use \ to define for nested nodes.
  • Source: The current document that is opened as the source of the template. Or another document can be chosen as well.

Configuration

Register a Template

Locate and create an xml file called Templates.xml in the following location

%LOCALAPPDATA%\Pliant Framework\FlexRule Designer

Here is a sample of the XML file:

<Templates>
  <File
	name="DT with some extra info"
	icon="D:\Graphics\all2\48x48\plain\tables.png"
	category="MyCompany\MyProject\DTs"
	description="a sample description for your template"
	path="Templates\PotentialTheftRating.xml"
	handler="DecisionTable"/>
</Templates>

You can add multiple File sections inside the Templates section.

File Section

Each file section can include the following information:

  • name: the name of the template in the right panel
  • icon: image path of the template in the right panel; it can be relative to templates.xml or an absolute path
  • category: location of the template in the left tree panel
  • description: a hint of what the template is about that will be shown in the description section
  • path: address to the path of the template: this can be relative to templates.xml or an absolute path
  • handlers: type of the logic document, which can be any of the followings:
    • DecisionTable
    • Flow
    • Workflow
    • DRD
    • LogicTree
    • ValidationTree
    • Procedure
    • ProcedureModule
    • DeploymentProfile
    • NaturalLanguage

Here is the mapping of a file in the new document window:

New Template

To register a template, you need to have a logic document that you want to use as a template. To do that:

  1. Create logic using FlexRule Designer just as a usual logic file
  2. Register the file using File section

And FlexRule Designer will automatically load the template every time the new document window appears.

Updated on October 16, 2019

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