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
-
From the Platform home page,
select .
The All offers page appears.
- 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.
-
Click + Add offer.
The New offer page appears.
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In the New offer page, by default, the Select
template section appears. The Select
template section contains:
- An All templates panel that lists all the available templates to create offers. The list of templates includes custom templates and offers without templates.
- A Template details panel that displays the template details of the selected template.
- Select offers created by the administrator without templates. If required, use the Search feature to locate the required template using the template name.
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Click Next.
The Add Attributes panel opens.
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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.
-
Click Next.
The Attribute values page appears.
- Provide values for the displayed fields and click Add & save.
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Click Save.
The success message appears.
-
Click
.The Metadata section of the Offer as a template page appears.
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Ensure that you have provided the mandatory values and click
Next.
The Default values page appears.
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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.