Templates Definition page
Use the links and commands on the Templates Definition page to work with templatesassemble template components into plan, program, project, marketing object, and invoice templates.
The page is organized by object types and lists all the existing templates for these object types. The sections, from top to bottom, are in the following order:
- Plan template (note there is only one template for plans; you can edit the template but not create another)
- Program templates
- Project templates
- Invoice template (like plans, you can only edit the existing template)
- Marketing object templates (one section for each marketing object type for this Marketing Operations installation)
From this page, you can perform the following actions:
| Action | Description |
|---|---|
| Edit | Click the template name to edit the template. |
| Enable or disable | Click the link to toggle the state of the template, from Enabled to Disabled and
back. When a template is enabled, you can use it to create an object. |
| Delete | Click to delete a template from the system. The link is only available for templates that do not have any objects that are created from them. |
| Add | Click Add template in the section of the list for the type of template you want to add a template. Click
the Add icon ( |
| Open folder | Click the folder name to open the folder. |
| Jump to Folder | Click Jump to Folder to navigate to and open another template folder. |
| Move items | Select the items to move, then click the Move
Items icon ( Select the items to move, then click Move Item(s) to. You then select a template folder to which to move the template. |
| Add folder | Click Add Folder to create a template folder. Click the Add Folder icon ( |
)
to add a template. From the icon's drop-down list, select the type
of object for which you want to create the template.
)
to display a screen where you can choose a new folder for selected
items.
) to create a template folder.