Advising Text Templates

Advising text templates are reusable, multilingual text blocks for advising messages. You store frequently needed texts once in English, German, French and Italian and can then insert them by selection during advising instead of re-entering them each time.

Managing the templates is reserved for administrators. All templates apply to the currently selected group.

1. Navigation

The advising text templates can be accessed via the main menu under Master Data › Advising Text Templates.

Note: The page is available exclusively to users with administrator permission as well as dispatchers.

2. Overview (Table)

The overview lists all advising text templates of the currently selected group in a table. Each row represents one template, and a separate column is displayed for each language.

Columns

Searching, Sorting and Filtering

• Quick search: The search field can be used to search freely for text components. The search covers all language columns simultaneously and also takes the internal template ID into account.
• Sorting: Clicking a column heading sorts the list by the selected language column in ascending or descending order.
• Filtering: The columns can be filtered individually to narrow down the display in a targeted manner.

The table's display settings (e.g. sorting and filters) are saved per user and are retained after logging out.

3. Create / Edit Template

Templates are created and edited in a dialog that contains four text input fields for the languages English, German, French and Italian.

Create a new template

1. In the toolbar, click the Add button.
2. Enter the desired text in one or more of the four language fields.
3. Save.

Edit a template

1. Select or open the template to be edited in the table.
2. Adjust the texts in the language fields.
3. Save.

Input Rules

• At least one language must be filled in. If all four fields remain empty, the template cannot be saved; a corresponding notice appears.
• Up to 200 characters can be entered per language field.
• You do not have to fill in all languages. Languages that are not entered remain empty for the respective template.

After saving, the template is created or updated, and the table is updated accordingly. New templates are automatically assigned to the currently selected group.

4. 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. In the toolbar, click the Delete button.
3. Confirm the security prompt.

The selected templates are removed and the table is updated.

Note: Without a selected template, the delete action has no effect.

5. Toolbar

The overview's toolbar provides the following functions:

6. Group Reference

Advising text templates are always assigned to a group. The templates of the currently selected group are displayed.

• The active group can be changed via the global group switcher; the table then loads the templates of the newly selected group.
• The "Current group only" option can be used to control whether only templates of the active group or also templates of subordinate groups are displayed.
• Newly created templates are automatically assigned to the currently active group.

Note: For subcontractor groups, the "Current group only" option is not available.

7. Use in Advising

The templates maintained here are not used on this page, but in the advising function. When entering an advising text, you can search for saved templates via a selection field (autocomplete):

1. In advising, you start typing a search term.
2. Matching templates whose text contains the entered characters are suggested.
3. By selecting a suggestion, the stored template text is applied.

In each case, the text is displayed or inserted in the user's language. The suggestion list only takes templates of the current group into account and shows a limited number of the best matches.

8. Notes

• Where possible, maintain all required languages of a template so that the appropriate text can be inserted regardless of the language of the user using it.
• Note the character limit of 200 characters per language field; longer content must be shortened or split across several templates.
• Since templates are group-specific, they must be created separately in several groups if needed.