IBM BPM, V8.0.1, All platforms > Create processes in IBM Process Designer > Create user interfaces for business processes > Developing reusable Coach Views

Templates

Templates are an ideal way to create a standardized look across multiple Coach Views.

A template is a Coach View that someone marks as being usable as a template in its Overview page. Users can then select the template when they are creating Coach Views. The new Coach Views have the content of the template as base content to which the users can then add content.

For example, you create a Coach View that has the company logo and name in a banner area and a content box as a placeholder for other content. When you use this Coach View as a template, you can then select it when you are creating another Coach View. The new Coach View has the banner area defined in the template along with an area for content. Other users can also use the template when they are creating Coach Views so that there is a consistent look across the new Coach Views. Because templates are Coach Views, you can also drop them onto Coaches.

For example, if you have a template that has a common banner, you can drop it onto a Coach so that the Coach has the common banner.

The template also serves as a way to update multiple Coach Views simultaneously. Because the template is a reference to a Coach View and not a copy, if you change the template, all of the Coach Views based on that template are updated as well with those changes. To continue the previous example, you update the template to change the logo image. All of the Coach Views that use your template are updated with the new logo.

Developing reusable Coach Views

Related concepts:
Example: creating a template
Coach Views