Copying a folder template

Folder templates provide a pattern used to create folders.

By copying a folder template, you can use it as a basis for a new template by changing the attributes to suit your new needs. Process rules can use folder templates as part of the basis for how a project is updated.

Procedure

  1. Right-click over the folder template you want to copy and choose Copy Folder Template.
  2. In the Copy Folder Template dialog box Name field, type the name of the folder template.
  3. Type a description of the folder.

    The description specifies a string that is used after keyword expansion when creating folders from the folder template. If you do not specify a description, the folder template name is used as a default value.

    You can give a folder template any description, using any character, except the pipe (|) character. The folder template description can include the following three keywords in any combination: %owner, %release, %database. A folder template description does not have to include keywords. When the description of a folder template does not contain a keyword, all folders created from the folder template have the same description.

    For example, you create a folder template of Completed Tasks for Release %release. The keyword %release is expanded to the release value of the projects that use a process rule containing this folder template. The keyword %release is expanded when this folder template creates a folder. For example, a project with release 2.0 uses a process rule with a folder template of Completed Tasks for Release %release. The folder created is called Completed Tasks for Release 2.0 and is added to the project update properties.

    The %owner keyword expands to the owner of the project whose update properties contain folders created from a folder template. For example, a project owned by ann with a release of 3.1 uses a process rule with a folder template of %owner's Completed Tasks for Release %release. A folder called ann's Completed Tasks for Release 3.1 is created and added to the project update properties.

    The %database keyword expands to the DCM database identifier of the database in which the project that is using the folder that is being created was created. For example, a project owned by ann with a release of 3.1 is in a DCM database called Bristol. The project uses a process rule that contains a folder template of %owner's Completed Tasks for Release %release from Database %database. The folder created is called ann's Completed Tasks for Release 3.1 from Database Bristol and is added to the project update properties.

  4. Specify which users will be able to modify the folder(s) created from this folder template. Your choices include Build Managers, Everyone, or Owner. The default is the setting on the folder template you are copying from.
  5. Specify whether the folders created from this folder template should use a query or if tasks should be added manually by clicking the appropriate button.
  6. If the folder will use a query, enter the query that will gather tasks to populate the folder.

    If you want to use an existing query, click Copy Query and select an existing query to use.

    Alternatively, you can set up a query by using the query builder. If the query contains keywords without values and you click the Query icon, the Choose Test Values dialog box is displayed.

    Use the dialog box to enter values for the keywords, then click OK to run a test query to check that the keywords you entered are appropriate.

    For detailed information about building a custom query, see Customizing a query.

  7. Copy the folder template by clicking OK.

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