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Group: Administrators Last Login: 12/17/2008 10:36:11 PM Posts: 258, Visits: 13,336 |
| | Adrian, I see you posted this today (7/10/2006): >I'd suggest association of templates by user, user groups. A few weeks ago we released Point Data Server 5.3, which includes: - Support for multiple template sets within an organization
- Support for importing existing template files into PDS template sets
- Support for 18 different template types, including Loan Program, Closing Cost Scenario, Master File, Data Import, Data Export, and Escrow and Title tables.
- For every template type you may specify whether the Point user has read or read/write access rights.
- Definition of template set access rights at the group level
- Definition of template set access rights at the user level
- Compression of the template files and template sets for better performance
- Automatic daily rebuilding of archive template sets
- Automatic synchronization of template files to Point clients as users modify them
To learn more and get your copy, check out: PDS 5.3 is here! http://messageboard.calyxsupport.com/Topic3522-19-1.aspx
Disclaimer: this post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. |
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Group: Forum Members Last Login: 3/7/2007 12:51:14 PM Posts: 1, Visits: 59 |
| | We have about 15 template sets but we want to have the same loan programs in each. I think that the best way to implement this would be to have master and child templates where parts of the child are updated whenever a change is made to the master, sort of like what a secondary DNS server does in relation to a primary DNS server. One should be able to select just those parts of the master that one wants synchronized, so for example in our case we might have loan programs and print groups, but some other company may just want the CCS synchronized. Actually using the word "synchronized" may be pushing things in the wrong direction. The best case is that when a change is made it is available immediately wherever it's needed. Synchronizing usually implies copying something. It would be better if in our case all of the loan program part of each template just pointed to the loan programs in the master template. The information is already in the database so there shouldn't be a need to copy it to other parts of the database, just point to it. |
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