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Template Designer

A Template Designer is a key user role in the Global PRS system responsible for creating and managing program registration templates that define the structure and behavior of registration forms across different programs.

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Role Overview

Template Designers are responsible for:
  • Creating and maintaining program registration templates
  • Configuring field validations and display conditions
  • Setting up integration points with other systems
  • Ensuring template compliance with data collection requirements
  • Testing and validating template behavior

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Required Skills

  • Understanding of JEXL expressions for field conditions
  • Knowledge of form validation patterns and best practices
  • Familiarity with JSON structure and formatting
  • Basic understanding of regex patterns for field validation
  • Experience with form UX/UI principles

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Access Permissions

Template Designers have access to:
  • Template management interface
  • Field configuration tools
  • Validation rule editor
  • Template preview and testing environment
  • Template version history

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Common Tasks

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1. Creating Registration Templates

  • Define basic template information (name, description, version)
  • Set up template sections and field groups
  • Configure field properties and validation rules
  • Establish field dependencies and conditional logic

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2. Field Configuration

  • Set up mandatory field validations
  • Configure display expressions using JEXL
  • Define field placeholders and default values
  • Set up marketing tracking flags
  • Configure field dependencies

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3. Validation Rules

  • Implement field-level validation rules
  • Set up cross-field validations
  • Configure error messages
  • Test validation scenarios

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4. Integration Setup

  • Configure integration points with external systems
  • Set up data mapping rules
  • Define data transformation logic
  • Test integration flows

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Best Practices

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Template Design

  1. Modular Design
    • Break down complex forms into logical sections
    • Reuse common field groups across templates
    • Maintain consistent field naming conventions
  2. Validation Implementation
    • Write clear, user-friendly error messages
    • Keep regex patterns simple and efficient
    • Test validations against edge cases
    • Document complex validation rules
  3. Performance Considerations
    • Optimize JEXL expressions for performance
    • Minimize complex conditional logic
    • Test template performance with large datasets

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Version Control

  1. Template Versioning
    • Maintain clear version numbering
    • Document template changes
    • Test template updates thoroughly
    • Coordinate deployments with system administrators

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Tools and Resources

  • Template Editor Interface
  • JEXL Expression Documentation
  • Validation Pattern Library
  • Template Testing Environment
  • Integration Configuration Tools