Question
You have a model-driven app. You create five Microsoft Excel templates for analyzing customer data.
Four of the templates must be available to all users. The remaining template must be available only to you. You configure the appropriate security roles for users.
You need to determine how to upload the Excel templates.
Which method should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Explanation
Available to everyone: In the Settings menu, select Document Templates. — Templates uploaded through Settings > Templates > Document Templates are stored as organization-owned document templates, so every user whose security role grants read access to the Document Template table can see and run them from the Excel Templates command. This is the only administrative upload path here; Email Templates is the wrong area because it holds email body templates for the email table, not Excel workbook templates for data analysis.
Available only to yourself: In the view for the email records, select Excel Templates. — Uploading from the Excel Templates command on a record view creates a user-owned personal Excel template, which stays private to the person who uploaded it until it is explicitly shared, which is exactly what is needed for the fifth template. Using Settings > Document Templates instead would publish it organization-wide and defeat the requirement to restrict it to you.
