# Transform template matched concepts using another template

| Steps                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     | References                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| When *Search by Template* results are found (and `logical and lexical` or `logical not lexical` is selected), a green `Transform` button will be presented adjacent to the blue `Download Selected Results` button at the end of the search results listing.                                                                                                                                                                                                                                                                                                                                                              | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-865c1ac293f604f91429880a95b0b17b13ab41a8%2F96811295.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| Press the `Transform` button to present the Template Transformation pop-up dialogue.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-15caeb8efa8a8e9e78b3a0434be59b5b5911bc52%2F96811296.png?alt=media" alt=""><figcaption></figcaption></figure></div><div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-3df5816b9a0adeceff75f808cb6a356ac6a92036%2F96811297.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                          |
| <p>Enter a target template name in the <code>Select Transformation Target</code> field.<br></p><p>Type-ahead search results will show name matches after three characters are entered.<br></p><p>Pick a template from the available list.<br></p><p>The <code>Transform</code> button in the bottom right corner of the dialogue will become active (its background colour changes from grey to blue).</p>                                                                                                                                                                                                                | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-76ca8bdedb22179977ac78c5dddd4cdb425f6f97%2F96811298.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p>Choose a reason from those presented in the <code>Select Description Inactivation Reason</code> options:<br></p><ul><li><code>Non-conformance to editorial policy</code> (default selected)</li><li><code>Outdated component</code></li><li><code>Erroneous component</code><br></li></ul>                                                                                                                                                                                                                                                                                                                             | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-d95313f3d9309ded4166fb5805c9811ae6d7f761%2F96811299.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| Press `Transform` to start the transformation, or `Cancel` to close the dialogue with no changes saved.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-46d3fe804f1044c42a158a3744fbe41d92276352%2F96811300.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p>The Transforming Concepts notification will occupy the pop-up window.<br></p><p>Wait for the transformation to complete.<br></p><p>On completion, the pop-up dialogue will close automatically, and view context will change to the Batch Processing tab, showing the selected transformed concept(s), in the same manner as for batch creation from a template.</p>                                                                                                                                                                                                                                                   | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-aaa05f0f236f36ad90a74656e73375aac57dad7e%2F96811301.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p>Use the <code>Edit Full Concept</code> button on the batch entry row to present a "before/after" side-by-side view of the concept transformation.<br></p><p>At this point the transformation is only a preview - no changes have been saved.<br></p><p>If changes are not what was expected/required, then the previewed concept can be removed from the batch listing using the <i class="fa-xmark">:xmark:</i> button at the start of its row entry in the batch list.</p>                                                                                                                                           | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-c0431111522a6a5d99e1eff1aa9e3bc2830f50a8%2F96811302.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p>After previewing (and if necessary removing unwanted concept transformations from the batch), press <code>Save All</code> in the upper right corner of the batch view.<br></p><p>The Saving Batch pop-up notification will be presented - please wait while the transformation batch is saved, and do not navigate away or refresh the page (as it instructs).<br></p><p>Alternatively, should the entire transformation batch need to be abandoned, press the <code>Discard All</code> button in the batch view.<br></p><p>This will cancel the batch transformation and no changes will be made to the concepts.</p> | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-4a7b3c313a5295d19da01ead56f9b4cd9d932100%2F96811303.png?alt=media" alt=""><figcaption></figcaption></figure></div><div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-7442959a8fc010778c0edcba2ba0808519b5c5e6%2F96811304.png?alt=media" alt=""><figcaption></figcaption></figure></div><div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-a88db987dd34a29b24484d9ad4e2472fac12347a%2F96811305.png?alt=media" alt=""><figcaption></figcaption></figure></div> |
| After the transformation batch has been saved, press the blue `Return to Task` button to close the Saving Batch pop-up notification.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-8dadc8acadad0dab661f7213cbafd4dbbbc92b45%2F96811306.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p>At this point the template transformations are complete, and the selected concepts are changed in the task.<br></p><p>The view context remains on the <em>Batch Processing</em> tab - from here proceed as needed to other AP features (for instance to task review for approval of the concept transformations - the transformed concepts will appear in the feedback tab <em>To Review</em> list).</p>                                                                                                                                                                                                               | <div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-66c9abf9b03a65ec16e9c49492a3788443b297f8%2F96811307.png?alt=media" alt=""><figcaption></figcaption></figure></div><div><figure><img src="https://956592758-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FO8kNzHFIgz2UFgwrcB08%2Fuploads%2Fgit-blob-d00ccefc42f1077a2b18915520e2fe4a3d4a877f%2F96811308.png?alt=media" alt=""><figcaption></figcaption></figure></div>                                                                                                                                                                                                                                                                          |

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