Table of contents
Powell Teams Administrators create naming conventions in the template creation form or in "Naming convention" in the administration section. In this section, you can modify them afterward. Click "Menu" - "Global administration" - "Naming convention" to open the list.
The list shows all existing naming conventions in one place and gives all the necessary information to administrators.
Add a new naming convention.
Click on "Add a new naming convention" to create one. Read about how naming conventions are created and assigned to a template in Team template settings.
Configuring the naming convention
To identify the naming convention, give your naming convention a title. Then you add the rules to define your naming.
"Select a rule" does have four options in the dropdown menu.
- Tag's value: add a tag to the naming convention.
- Automatic number assignment: add a number that will be automatically incremented with every team created using the template this naming policy is assigned to.
- Team name: add the Team name a user entered in the Team creation form.
- String: add static text.
Click into the search box to get all existing tags. The tags are sorted in alphabetical order. Choose an available tag from the list or create a new one.
To add a tag, click on the tag you want to add. Then click "ADD." Click "CREATE" at the end of the list to create a new tag.
Read more information regarding the type of tags, tag creation and management Manage Tags and Refiners.
Automatic number assignment
An Automatic number assignment rule increments a number with every team created with this template.
A user enters a "Team name in the Team creation process." This rule adds this name to the naming convention.
Read more in "Create a new team."
Type a text and click "Add" to add the String to the naming convention.
Use String-Rules to add characters like "-" between different rules to achieve better readability for the name.
Powell Teams gives you a Preview of the configured naming convention.
Example: final result where all four rules were used. In the screenshot, the first two are tags that we added. An Automatic number assignment is placed next, followed by a team name, and finally by an assigned text "MYPROJECT." When users create a team using this naming convention in a template, their Team name will correspond to the screenshot except for "Team's name" and the current number of created teams.
To choose the order of the rules, drag and drop the options until you have configured the naming convention to be used.
Manage existing naming conventions
Naming conventions are listed in alphabetical order. Click on the Settings Wheel icon or the Delete recycle bin icon to modify and update a naming convention.
Click Delete and confirm the confirmation prompt to remove the naming convention—all templates which did use the naming convention return to "None" in their naming convention setting.
To modify the naming convention, click the settings icon.
You see the title of the naming convention and the rules that have been applied to it. You can give it a different name or apply different rules. You can delete the rules that have been used or rearrange them.
You see the list of templates associated with this naming convention. In those templates, this naming convention is used.
To check the template, click on the title of the template. You are redirected to the template's settings.
After editing your naming convention click "UPDATE" to save your changes.
For example, the naming convention with the title "HR" is used in two templates: "Management" and "HR" templates. Your modifications to the naming convention are automatically active in these two templates.