Configuring a custom template - Cloudrunner

To create hotlists with custom fields, you must first create the required template.

What you should know

The default templates such as Basic, and NCIC can only be viewed. These templates cannot be modified or deleted.

1. Click Configuration > Hotlists > Templates.
   
   All the templates in your system page are displayed.
2. Click Add.
   
3. In the Name field, enter a name for a template.
4. If the plate list uses delimiters, select Use delimiters and choose the delimiter from the drop-down menu.
   NOTE: If the file uses fixed lengths to separate fields, then specify the fixed lengths for each column listed in the Hotlist columns section.
5. If the plate list has a header row, select First line is a header.
6. To add a new field, click Add column and enter the following information:
   
   1. In the Name field, enter the name of the field.
   2. Select the type of field from the Kind drop-down menu.
   3. Select Mandatory if the field is required for a successful plate list upload.
   4. If the plate list uses a fixed length to separate fields, specify the Column length.
   5. Click Add.
7. (Optional) If you added a Category column, do the following to configure custom mappings in the Category mappings section:
   1. (Optional) To apply category mappings from existing templates, click Apply mappings from drop-down, and select the required mapping.
   2. Edit the categories as required.
   3. To add new categories, click . Enter the required Character, and Definition.
      NOTE: If you need to apply mappings from another template, always apply mappings first and then add new categories.

      
8. (Optional) In the Hotlist columns section, you can perform the following actions:
   • Click to remove any columns.
   • Click to edit existing columns.
   • Click to rearrange the columns according to the plate list.
9. Click Create.