How to customize Word Template rule in User Portal.
Can I customize Word Template rule in User Portal ? My requirement is below :
- I want to show the Word Template rules in User Portal.
- I want to change Word Template file in User Portal.
The image is below. I tried to do the following. But, Word Template rule(Rule-Template-Word) is locked in Production Environment and the Word Template rule can not be delegated. And, I am not sure how to checkout and checkin rules with activity. Can I customize Word Template rule in User Portal ?
Accepted Solution
Pegasystems Inc.
JP
I created a new ruleset in which I saved Word template rule. And, this ruleset is unlocked and I modify Word template rules in the unlocked ruleset.
Updated: 26 Jan 2022 3:59 EST
Pegasystems Inc.
JP
Hi,
Is there any way that user can customize Word and Excel Template in Production Environment ?
Thank you.
Accepted Solution
Pegasystems Inc.
JP
I created a new ruleset in which I saved Word template rule. And, this ruleset is unlocked and I modify Word template rules in the unlocked ruleset.
