Generate Demand Templates

On the Generate Demand Templates page you manage the templates with which recurring demand or order generations can be triggered automatically and uniformly. A demand template stores a prepared generation configuration under a name so that it can be reused at any time later.

The page is aimed at administrators and dispatchers. Access is restricted to the Administrator and Dispatcher roles. Individual actions (creating, validating, editing the template configuration) are reserved exclusively for superadministrators.

1. Navigation

The demand templates can be reached via the main menu in the Dispatch area.

2. Demand Templates Overview (Table)

The overview shows all saved demand templates in a table. One template is displayed per row.

Standard Columns

Sorting

All three columns can be sorted in ascending or descending order by clicking on the column header. For equal values, the fine sorting is based on the internal ID.

Paginated Display

The table is loaded page by page on the server side. With many templates you page through using the page navigation at the bottom of the table.

Personal Table Settings

The individual settings of the table (e.g. sorting, filters and layout) are saved per user and are available again on the next access.

3. Search and Filter

Column Filters and Global Search

The filter row allows each column to be narrowed down individually. In addition, a global search is available that simultaneously searches by ID, Name, Group and Notes. The search works according to the "contains" principle, so entering a partial term is sufficient.

Group Filter

In the filter bar the list can be restricted to a specific group:

1. Show the filter bar.
2. Select the desired group in the group selection field. The field offers a search function to quickly find the appropriate group.
3. The table updates accordingly.

Current Group Only

With the «Current Group Only» toggle the display is restricted to templates of the currently selected group. If the toggle is deactivated, templates of subordinate groups are also displayed.

Note: The «Current Group Only» toggle is not displayed for user groups of subcontractors (carriers).

The group selected in the group filter is automatically adopted when creating or editing a template.

4. Create a New Template

Note: This function is available only to superadministrators.

The «Add» button in the toolbar opens an empty template form for creating a new demand template.

1. Click the «Add» button.
2. In the form, fill in the fields Name (mandatory field) and optionally Notes.
3. If required, store the generation configuration in the Template field (see Section 7).
4. Save.

The new template is assigned to the group selected in the group filter. An already prepared demand generation setting can be saved as a template in this way.

5. Edit a Template

1. Select exactly one template in the table.
2. Click the «Edit» button in the toolbar.
3. A movable dialog window with the editing form opens. The window title corresponds to the name of the template.
4. Adjust the desired fields and save.

After saving, the table is updated automatically.

Note: Editing is only possible when exactly one template is selected. If an editing window is already open for the same template, no second one is opened; instead, the existing window is brought to the foreground. The position and size of the dialog window are remembered.

6. Validate All Templates

Note: This function is available only to superadministrators.

With the green check-mark button «Validate Templates» in the toolbar, the saved configuration of all templates is checked.

1. Click the «Validate Templates» button.
2. The system checks for each template whether the stored configuration can be read in correctly from a technical standpoint.
3. As a result, either a success message appears or a listing of those templates whose configuration is invalid.

This function is suitable for quickly determining, after changes, whether all templates remain operational.

7. Template Form (Name, Notes and Configuration)

The form for creating and editing a template contains the following fields:

On saving, the system checks the stored configuration. If it cannot be read in correctly, the saving process is aborted and an error message is displayed for the Template field. In this case, correct the configuration and save again.

8. Delete Templates

Templates that are no longer needed can be deleted individually or as a batch operation.

1. Select one or more templates in the table.
2. Click the «Delete» button in the toolbar.
3. Confirm the safety prompt.

The selected templates are removed. If no valid selection is detected during deletion, the system issues a corresponding notice.

9. Table Tools and View Templates

The toolbar of the overview provides further helper functions:

• Apply view templates: Saved view templates (column and filter configurations) appear as separate buttons and can be applied with a click.
• Layout functions: General layout buttons for adjusting the table display.
• Reset filters: The «Clear Filters» button removes all active filters and shows the complete list again.
• Management actions: Standard management functions such as Edit and Delete.

The layout and view settings are saved user-specifically.

10. Summary: Available Actions