According to the different execution methods, it is divided into three ways: Smart Template, Online Editing, and Uploading Attachments. Among them, the smart template is suitable for the situation that the form content is filled in with a large text, and only the approval comment needs to be filled in the subsequent approval stage. For the situation that the number of forms is large, the content is complex and the number of rows is not fixed, it is not recommended to use the smart template.This kind of form is more suitable for online editing or uploading attachments. Because the smart template cannot increase the number of rows in the form when filling, it will affect the flexibility and efficiency of filling.
1.Smart Template
After the user logs in the the OLISS Web side, click "SMS Task Setting", then click "Add", enter the Add interface, select "regular" or "irregular" as needed, fill in the basic information (with * required), and click "Next" to set the template.
Smart Template is divided into 2.0 and 1.0 versions:
（1）Smart Template 2.0
Select "Smart Template 2.0", without modifying the document template, directly click on the upload template (only support .docx format). Click the fill area, right-click to select the appropriate control to insert and then select properties of the field on the right. After all the field setting controls are completed, click "Next" to set the workflow.
After setting the workflow, click "Confirm"(Acceptor role in charge supports setting multiple at the same time, and if any one acceptance is passed, the acceptance is completed).
Note:
During the setting process of Smart Template 2.0, for multi-line text control, the blank line below the control should be deleted and the table height should be appropriately rai sed.In this way, when filling in the content, if the content in the control is not enough to fill the table, it will be displayed at the set line-height; and when the content of the control is filled in more, the line will also be automatically raised.
This setting can ensure that the form can be displayed flexibly and efficiently during the filling process, regardless of whether the content is small or large. It can not only improve the aesthetics of the form, but also avoid the problem of non-standard content display caused by too many blank lines.
（2）Smart Template 1.0
Before uploading the template, use "{{field name}}" to identify the required contents, such as "{{number}}". Select "Smart Template 1.0" in the execution method, click upload the set template (only supporting .docx format), the system will automatically parse the fields in the template and set the data type of each field as needed. For example, "Last Review Time" can be set to "Date Selection" type. After the setting, click "Next" to set the workflow.
Note:
(1) "{{}}" is output by the English input method;
(2) If the placeholder in the document is not correctly identified (i. e. "{{XXXX}}"), you can try to manually input again, but the placeholder is still not identified, please contact the technical personnel for processing.
After setting the process, click "OK"(Acceptor role in charge supports setting multiple at the same time, and if any one acceptance is passed, the acceptance is completed).
2.Online Editing
After the user logs in the the OLISS Web side, click "SMS Task Setting", then click "Add" to enter the Add interface, select "regular" or "irregular" as needed, fill in the basic information (with * required), select the associated SMS files and applicable vessels, and click "Next" to set the template.
Note: When selecting the associated system file, if the selected system file has an attachment, the attachment can be used as a template for online editing.
You can choose the attachment of the associated system file as the template for online editing, or you can upload the file as the template (support Word, Excel, PPT format files), and click "Next" to set up the workflow.
After setting the workflow, finally click "Confirm"(Acceptor role in charge supports setting multiple at the same time, and if any one acceptance is passed, the acceptance is completed).
3.Uploading Attachments
After the user logs in the the OLISS Web side, click "SMS Task Setting", then click "Add" to enter the Add interface, select "regular" or "irregular" as needed, fill in the basic information (with * required), and click "Next" to set the template.
Due to the method of uploading attachments, directly skip the template Settings and click "Next" to set the workflow.
After setting the workflow, finally click "Confirm"(Acceptor role in charge supports setting multiple at the same time, and if any one acceptance is passed, the acceptance is completed).
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