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.
  • People: roles definition.
  • Campaign: Campaign integration settings Project templates only, when Collaborate-Campaign integration is enabled.(Corporate Campaign templates only)
  • Recurrence: recurrence settings.
  • Workflow: workflow settings (not available for simple Lists).
  • 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 web pages, and so on.

Procedure

  1. Click Settings > Collaborate 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.