Tender templates are used by users that want to create a tender and then re-use it as a template across other leads.
The ability to create tender templates is based on a setting.
The settings are:
- Display to all users (0)
- Display to user who create template only (default) (1)
- Disable creation of templates altogether (2)
In Silverlight this is set via:
2. System Configuration
3. Configuration and System Settings
4. Create a new entry with the Display = ClickHome.Tenders.TemplateDisplay and the Foreign Key = above setting number required..
NOTE: these settings can be set differently per business unit by changing the business unit field and adding another entry.
SQL insert script that can also be used:
insert into tblValidationEntries
(fkidBusinessUnit, cdValidCode, sgDisplay, fkidOther)
(idBusinessunit, 'SETTINGS', 'ClickHome.Tenders.TemplateDisplay', 1)