Editing a template

About this task

Template editing is spread across the following tabs. Depending on the object type, only a subset of these tabs may be available.

  • Properties: basic template properties, such as name and description.
  • Project Roles: roles definition. Project templates only.
  • Requests: defines rules for requests that are made by using this template. Project templates only.
  • People: roles definition.
  • Campaign: IBM® Campaign integration settings Project templates only, when IBM Marketing Operations-Campaign integration is enabled.(Corporate Campaign templates only)
  • Recurrence: recurrence settings.
  • Workflow: workflow settings (not available for simple Lists).
  • Budget Approval Rules: define rules for line item approvals. Program, project, and invoice templates only.
  • Tabs: Tab definitions; add additional forms and custom tabs.
  • Attachments: files that are attached by default to all objects created from the template.
  • Custom Links: custom links to programs, web pages, and so on.
  • Customize Alerts: options that control the alerts IBM Marketing Operations sends for objects that are created by using this template

Procedure

  1. Click Settings > Marketing OperationsDistributed Marketing Settings.
  2. In the Administrative Settings screen, select Template Configuration (located under Other Options).
  3. Select Templates.
  4. Select the name of the template you want to edit.

    The Properties tab of the selected template is displayed. You can edit fields on any of the object templates tabs; click a tab in the menu bar to navigate to it.

  5. Click Save Changes to save any changes you made to the template.