Functionality of LG Module

Modified on Mon, 7 Dec, 2020 at 12:58 PM

Functionality of LG Module
LG Module is used for formatting the letter templates based on different active modules.

Step 1 : Assign LG Screen to requested Role.
Go to SetupCircle --> Organization --> Role Definition -->Select Screen as LG --> Proceed

Step 2: Go to Menu --> LG

Step 3 :

There are 3 steps for letter generation.
3.1. Letter Template Creation
3.2. Make Amendments and Publish
3.3. Records Directory

3.1. Letter Template Creation
Enter Template Name --> Select Dataset --> Select Module --> Submit
Note:
a. Dataset is nothing but the fields stored in database with reference to selected combination.
b. All active modules will be listed in Module list.
c. In Step2 section, all non-active modules are disabled. (Refer below screenshot)

Find below Template Configuration Process :

Once you submit, template configuration needs to be done as per requested format.

you can toggle the properties by selecting the below symbol.

Once you entered the content, select the field--> Right Click --> Select 'make field dynamic' to map the dataset --> save the same by toggling the properties.

Once you saved all the content then click on dynamic fields to map the dataset and save template.

Generated template will be saved in respective section of active module.

3.2. Make Amendments and PublishOnce you select the template, properties related to same will get appear like Next,Preview,Edit...etc.

Click on Next to navigate on next step i.e. Make Amendments and Publish.

Select Attribute --> Submit

Select AttributeUnit --> Submit

Add Signatory --> Final Submit

3.3. Records Directory

Employees will be listed for whom letter generation is done and same can be published to employees by selecting the employee.

Once the Letter is published then selection will be disabled and excel file will download which represents the publish status.

Once the Letter is published then same will be visible under document section of Employee's MyProfile.