Template selection rules

By default, KanbanBOX assigns the template that is set as default to the kanban cards.

However, it is possibile to create one or more template selection rules that allows you to assign specific templates to certain groups of kanban cards.

In general, a template selection rule wins over the default template, thus redefining the template for the particular category of kanban cards.

How to set a template as default

Procedure:

1. Go to Print > Template list.
2. Click on Set as default at the end of the row.
3. The template that was set as default is now starred and is used when printing the kanban cards.

How to create a template selection rule

Procedure:

1. Go to Print > Template selection rules.
2. Click on Add new printing rule at the top right section of the table.

3. Select the print rule field:

   Field	Description
   User that is printing	It is possible to choose a different template when a specific user is printing the kanban cards.
   Cards shown with specific filter	A specific template is bound to the cards that match the chosen filter.
   Specific customer	A specific template is bound to the cards that share the specific customer.
   Specific supplier	A specific template is bound to the cards that share the specific supplier.
   Type of customer	A specific template is bound to the cards whose customer matches the specific type of customer (internal or external).
   Type of supplier	A specific template is bound to the cards whose supplier matches the specific type of customer (internal or external).
   Specific bin	A specific template is bound to the cards that share the specific bin.
   Type of kanban	A specific template is bound to the cards belonging to a specific kanban type (production, purchase, sale, move and activity).
   Type of card	A specific template is bound to the cards that match the chosen type of card (throwaway or reusable).

4. Choose the corresponding variable (for example, "Purchase" if the chosen field is Type of kanban or the specific supplier if the chosen field is Specific Supplier).

5. Select the appropriate template from the dropdown menu.
6. Select On or Off to activate or disable the rule.
7. Click on Save rule.

Priority for template selection rules

When configuring different template selection rules, a kanban card might be bound to two or more different rules.

To avoid any interference, a priority is associated to each field: rules with higher priority will prevail over the ones with lower priority.

Here is an example.

Let us imagine that the following rules were configured in your license:

• Rule 1: assign template1 when type of supplier = External (priority 20)
• Rule 2: assign template2 when type of card = Throwaway (priority 5)

In this case, when printing any throwaway kanban cards whose supplier is external, the chosen template is going to be template1 and not template2, since rule 1 prevails over rule 2.