Configuring Advance for Multi-Template Work Items

Multi-template work items allow users to attach more than one template to a single work item. Before users can use this feature, an administrator must enable it at work group level.

API 1.1 doesn't support or return multi-template work items; use API 2.0 instead.
Multi-template work items don't yet support iManage integration, public interviews, action links or versions.
More features are being added. About this preview.

You must have a Site Administrator or Content Administrator role to configure a work group.

To configure a work group for multi-template work items

  1. When creating a work group, or editing an existing one, select the checkbox Multi-template work items.
  2. Review the warning about unsupported features.
  3. Save your changes.

The work group now supports multi-template work items and displays the new UI preview. Users in this work group can attach multiple templates to a work item and control how those templates are combined within the work item.

To revert a work group to single-template

Reverting a work group to single-template requires you to first reduce every work item in the work group to a single template, and then disable the multi-template setting on the work group.

You must have a Site Administrator or Content Administrator role to configure a work group.

Step 1: For each work item in the work group, reduce it to a single template:

  1. Open the work item.
  2. Go to the Templates tab.
  3. Select Edit > Add/remove templates.
  4. Uncheck all templates except one.
  5. Select Save.

Step 2: Once all work items have a single template, disable multi-template on the work group:

  1. In the Administration section, click Manage work groups.
  2. Select the work group.
  3. Click Edit.
  4. Uncheck Multi-template work items.
  5. Select Save Changes.

Work items in the work group return to the standard interface. If any work item still has more than one template attached, the multi-template setting cannot be disabled until those work items are reduced to a single template.