As we continue our spring cleaning chapter, let’s chat about a topic that we rarely brought up: organizations within the templates – specifically organizing your Auto Texts. Prophix gives the user the ability to rename objects/items within every part of the software. This in turn enables administrators and users for seamless knowledge transfer when reviewing the Template’s design
Auto Text Recap
Auto Text is the Template Studio feature that a designer uses to add predefined elements to a template or a printed report to display dynamic information.
When you initially add Auto Texts in your template, the system will default the names of each Auto Text as follow
Renaming
To rename, follow the instructions below
Open your report in “Design Mode”
Find and open your “Auto Text” drawer
Select item you would like to rename
Select the rename icon next to the pencil✏️or right-click and select “Rename”
Update with the new title and confirm the change
Repeat step 1-3 as needed
Save the report
Why Rename?
There are a couple of benefits to organizing your Auto Texts:
Help users can easily identify the purpose of each Auto Text
Minimize the possibility of altering the wrong one
Save time and stay organized
Is this currently performed in your reports? Let us know and if you have questions, ask away!
This is extremely important to do, not only in auto-text, but also when building a process. Labelling and including a description help prevent future issues in the event of staff turnover or just forgetting what a step is supposed to do.
It can be funny how some of the tips are very straightforward, but they add huge quality of life improvements to our Prophix experience. Thank you for them and keep them coming!
