User Manual

08.14.2024

MANUAL

FAQ: I want to add an original template (ver.1.3.5.0 or earlier)

## Answer Edit the information of the original template in definition_Template.xlsm in ¥App_Data¥Definitions in the Pleasanter folder and restart Pleasanter. --- ## Notes This FAQ is for Pleasanter version 1.3.5.0 and earlier. If you are using version 1.3.6.0 or later, please refer to the following FAQ. [FAQ: I want to add an original template](faq-original-template-json) ## Limitations 1. A PC with Microsoft Excel installed is required to edit Excel files with macros. ## Overview You can register your original templates as templates that can be selected when creating a new table. ## Operation Procedure 1. Create a new normal table with the configuration you want to register as a template. After creating it, record the site ID. 1. Use SQLServer Management Studio or similar to open the dbo.sites table of Implem.Pleasanter. Select the record whose SiteId matches the site ID recorded in 1. and copy the contents of the SiteSettings column. This content will be the configuration of the original template. ![image](https://pleasanter.org/binaries/cdb98aff949d4f6495ab71c72ca57785) 1. Open and edit "definition_Template.xlsm" in ¥App_Data¥Definitions in the Pleasanter folder. As an example, insert a row below Template14 and define the original template in that row. * ・In the Id column, enter any value that does not overlap with other templates. * ・In the SiteSettingsTemplate column, paste the contents of the SiteSettings you copied earlier. * ・In the Language column, enter ja, and in the Title column, enter the original template name. For example, enter "original template". * ・In the Project column, enter 11. This means that it will be displayed as the 11th in the "Project" tab. The column to the right of Tags will be the tab when creating a new one, so enter a number in the column of the tag you want to register. ![image](https://pleasanter.org/binaries/b1c4016b48dd4d6b89f3410e1a2d305b) 1. Restart Pleasanter. When creating a new template, make sure the template you added is added to the specified tab. ![image](https://pleasanter.org/binaries/3211db6cf1d644a7ab8d9d7fa130cd93)
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