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