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Creation of BDE Template
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  • Creation of BDE Template

    This document contains instructions to guide you through the process of setting up the BDE Template.

    Step 1: Search for BDE Template in App Launcher

    a. Open your App Launcher
    b. In the search bar, type BDE Template
    c. Select the BDE Template option from the search results.

    Step 2: Click New

    image-20240523-052837.png

    In the BDE Template interface, click the New button to create a new template.

    Step 3: Enter Template Details

    a. Enter Name: Provide a name for your BDE template.
    b. Optional: Enter a description for your template to explain its purpose.
    c. Select Payment Input: Choose the payment input type.

    Step 4: Click NEXT

    After filling in the details, click the Next button to proceed.

    Step 5: Select Fields to Display on the Card

    a. You will be presented with a list of available fields.
    b. Select the fields you want to display on your card.

    image-20240523-053439.png

    Step 6: Click NEXT

    Once you have selected the fields for the card, click Next to continue.

    Step 7: Select Fields for Default Values

    a. You will now be able to choose which fields you want to display with default values.
    b. Select the fields you want to include.
    c. If you want to add more fields, click the +(plus) button to include additional fields.

    Step 8: Save

    After selecting all the desired fields and setting default values, click the Save button to save your BDE template.

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