Add a tab or form to templates to collect information about
the marketing object. You can add more forms to the Summary tab. For
some types of templates, you can add custom tabs, on which you add
forms.
Procedure
- Add or edit the template then click its Tabs tab.
- Click the Add a Tab icon
().
- Click Add Tab.
- Enter a descriptive name for the tab in the Display NameName text
box.
The name that you choose becomes the name of the
tab that users see when they create instances from this template.
- Choose whether to show the form on the Summary tab
or its own custom tab.
This option
is not available for all template types.
- You can create rules
to show and hide the forms. See Building rules to show and hide forms.
- Select a form from the Form list.
This list contains all the forms available in IBM® Marketing OperationsDistributed Marketing, except for the TCS® (Target Cell
Spreadsheet) forms used by campaign projects.
Note: For List templates, forms of type Campaign are
not listed.
- If you are adding a grid, you can select
a data validation rule from the Data Validation Rules list.
- Select the visibility options for the tab.
This option is not available for all template types.
- Click Save Changes to save the tab,
or Add Tabthe Add a Tab icon () to add another tab.