Template Properties tab for defining the template

For all objects, the template Properties tab contains properties for you to set, such as name, description, and security policies.

The properties that you set on this tab display on the Summary tab when you create a project. More properties display on this tab for project templates.

Table 1. Properties for all templates
Property	Description
Name	The display name for the template, which displays on the Templates list page.
Description	Short description of the template. Displays on the template selection page when users add a marketing object instanceList, On-demand Campaign, or Corporate Campaign.
Icon	Large and small icon images for the template. The large icon displays when users create an instance that is based on this template. The small icon displays next to the template name in the Templates list page. Click Change Icon to import different image files.
Security Policies	List of security policies that determine which users have access to the template. Note: Different fields display for project templates.
Template ID	Internal identifier for the template. Use lowercase alphanumeric values only. Do not include accented or non-roman characters or spaces. Note: Template IDs must be unique across Collaborate.object type. For example, you cannot have two project templates, both having an identical ID, such as tradeshow. If you have two trade show project templates, use a different ID for each one, such as tradeshow01 and tradeshow02. Additionally, after you use a template ID, you cannot use it again, even if you delete it. You can edit this field only until a user creates the first object instance that is based on this template.
Default Name	The default name to give to an object instance. You can leave this field blank.
ID Prefix	Prefix for the external ID of the object. For example, the ID for the first project might be 1001.Each List, On-demand Campaign, and Corporate Campaign has an external ID assigned to it. For example, you enter an ID Prefix of `TRS` for the Tradeshow On-demand Campaign template. The first tradeshow On-demand Campaign that you create would then have an ID of `TRS1001`. You can set the ID prefix by template, to easily determine the template on which an object is based. For example, you choose an ID Prefix of TRS for the Tradeshow project template. The first tradeshow project that you create would then have an ID of TRS1001.
ID Generation Class	Java™ class to specify a numbering algorithm for objects. By default, Collaborate assigns a sequential number to each object (project). However, you can configure Collaborate to use an algorithm that you define to set the external ID. If you choose this configuration option, the ID Generation Class specifies the Java class that is used to generate the code. You must edit this attribute only if you want to generate IDs according to an algorithm other than the default.

To export metadata for an individual template, click Export Template at the top of this tab. See Exporting a single template.

In addition to the properties that apply to all templates, templates for projects contain the following properties.

Table 2. Properties for project templates
Property	Description
Security Policy Use Model	Specifies how a "use" security policy is determined when a project request becomes a project. When the value of this field is User Security Policy, the Use Security Policy field on this tab is disabled. The person who creates a project or request from this template specifies the "use" security policy when the item is created. When the value of this field is Template Security Policy, the Use Security Policy field on this tab is enabled and the template developer selects the "use" policy.
View Security Policies	Specifies the security policy that determines which users can select this template when they create a project or request.
Use Security Policy	Specifies the security policy that determines which users can access the projects or requests after they are created.
Export Tab	Select the project tab to export when you export the Calendar. You can choose the Summary tab or any custom tab. When users export a Calendar, a link to the specified tab and the data for the tab are included with the exported calendar data. Users can click the link to view the data that is exported for the project.