Saving newly created offers as a Template

When creating a new offer using Offer without template, you can save the offer as a template for later use.

About this task

To save a newly created offer as a template, complete the following steps:

Procedure

  1. From the Platform home page, select Offer > Offers.
    The All offers page appears.
  2. Select a folder or a sub-folder where you want to create the offer. If you want to create the offer in a new folder, create a new folder. For more information on creating folders, see Creating folders.
  3. Click + Add offer.
    The New offer page appears.
  4. In the New offer page, by default, the Select template section appears. The Select template section contains:
    1. An All templates panel that lists all the available templates to create offers. The list of templates includes custom templates and offers without templates.
    2. A Template details panel that displays the template details of the selected template.
  5. Select offers created by the administrator without templates. If required, use the Search feature to locate the required template using the template name.
  6. Click Next.
    The Add Attributes panel opens.
  7. You can either:
    • Drag-and-drop the required Standard attributes to Parameterized attributes, Static attributes, or Internal attributes.
    • Select Custom and drag-and-drop the required Custom attributes to Parameterized attributes, Static attributes, or Internal attributes.
  8. Click Next.
    The Attribute values page appears.
  9. Provide values for the displayed fields and click Add & save.
  10. Click Save.
    The success message appears.
  11. Click Actions > Save as template.
    The Metadata section of the Offer as a template page appears.
  12. Ensure that you have provided the mandatory values and click Next.
    The Default values page appears.
  13. If required, modify the values or click Save.
    The offer is saved as a template and will be available for use the next time you create an offer.