CodamAIDocs
Subject area

Templates

How a template is built, how CRMS finds it for a request, how it changes through revisions and approvals, which FreeMarker language it speaks, and how templates from a build get into the system.

A template says what a report looks like. The data comes new with every call, the template stays. Templates are created in the running system, not at build time: the platform ships system templates, a tenant adapts them, and a person can keep their own.

Topics in this subject area

  1. 1.How a template is built

    Key, output type, scope, edition, language variant, draft and revision: the parts of a template and what a revision holds.

  2. 2.How CRMS finds the template

    The order in which CRMS searches scopes and languages, why only published revisions count, and what the document says about where it came from.

  3. 3.Life cycle of a revision

    From the draft through review to the published revision, plus reject, roll back and retire. Nothing is changed; every step is a new entry in a hash chain.

  4. 4.Approval chains

    Stages per scope, who approves at which stage, the four-eyes principle, what an approval means, and where a project defines its chains.

  5. 5.The template language

    FreeMarker in a sandbox: how a template reads the payload, how numbers and dates are formatted, how assets and SVG graphics get in, and what is locked.

  6. 6.Templates shipped with a build

    Templates that ship with a build get into the system the same way as any other: as a draft, submitted by a platform administrator. Shown with the hub's reports.

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