Style Template & Matrix

Style Template & Overview

The Style Template is the form that defines the structure of the Datasheet which is created in Freeway when a user records data.

NB: You must have a least one Style Template defined and available to all Freeway users, even if they are only using Freeway Inquiries. In this case you should create a simple Style Template as a Placeholder. Failure to do this will result in a Freeway error "Please update with Ostendo for Content" being displayed when the user attempts to run any option from within Freeway.

Examples of Style Templates include:

Create a Sales Quote
Create a Job Order
Create a Customer
Recording the Materials used
Recording Time sheets for one or more employees
Pick goods from inventory to a sales Delivery / Job or Assembly Order
Recording Proof of Delivery when goods are delivered
Creating a Call Ticket
Update an Item Batch Status
Creating a Purchase Order
Receipting Goods
Recording Stock Count results
Transferring Inventory from one location to another
Receipting goods from an Assembly Order

The Contents of a style template are specific to the business process the Freeway user is to perform. The Template itself can contain one or many different types of options that will allow the Freeway user to record data against within the Datasheet.

Typical options may include..

Checklist(s)
Register(s)
Photos
Sketches
Signatures
Materials
Time
Notes
Update of Workflow Status

A simple Style Template example created for updating a Job can be configured by clicking on this link

We will now work through the various fields available when setting up a Style Template. Click here for more information