In order to create a template, go to the Sourcing module and then click on the RFx templates tab. A list of available forms, if any, will appear, as well as options to create new ones or duplicate existing ones.
Duplicate - allows you to duplicate an existing template.
New template - allows you to create a new template in a displayed window. To do so, use the functions available on the left side of the screen. Detailed description of creating a RFx form can be found here.
Save state - allows to save the created template.
Status - allows you to select the status of the form. It is automatically set to the status In edition. Changing the status to Active will make the form available during work. A Blocked status is also available, which will make other users unable to use it. However, it is saved and can be made available by changing the status to active.
Type - allows you to select for whom the form will be visible. Private will be visible only to the user who created the form. The company type will be visible to all users in the company.
List of commodities and List of organisation units - allows you to assign a given form to specific commodity and organisation units.
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