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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Adding or editing templates
After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
Template Tabs tab for customizing the user interface
Use this tab to add forms to the Summary tab, or to create custom tabs for the marketing object types that support this feature.
Building rules to show and hide forms
When you add custom forms or tabs, you can show (fully expand) or hide (collapse) the forms when users create and edit object instances. Hiding a form that has user controls to collect optional information can streamline the process of creating an instance from the template. Users can expand a hidden form when needed.

Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Overview
  With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Plan interface customization options
  Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
  After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Plan reports
  Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
  - Building and managing templates
    To create and manage templates and template components, you use the Template Configuration page. Select Settings > Unica Plan Settings. Then, click Template Configuration.
  - Template tabs reference
    When you create a template, the data entered on the template tabs corresponds to different tabs when you create an instance from that template. Some tabs determine behavior in the instance, but do not correlate to specific tabs.
  - Effects of template changes
    When you edit a template, be aware you are changing all instances of objects that were previously created from the template.
  - 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.
  - Template Tabs tab for customizing the user interface
    Use this tab to add forms to the Summary tab, or to create custom tabs for the marketing object types that support this feature.
    - Adding tabs to templates
      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.
    - Moving tabs and forms on templates
      You can change the position on forms on tabs. You can also change the order of custom tabs as you change and refine templates.
    - Deleting custom forms and tabs from templates
      You might want to remove forms from tabs or custom tabs from templates. Consider whether you want to change the template by deleting the form or create a new template. If you delete a form or tab, data in existing object instances is lost.
    - Building rules to show and hide forms
      When you add custom forms or tabs, you can show (fully expand) or hide (collapse) the forms when users create and edit object instances. Hiding a form that has user controls to collect optional information can streamline the process of creating an instance from the template. Users can expand a hidden form when needed.
    - Rule Builder dialog
      Rules are if-then-else statements. In Unica Plan, you use the Rule Builder to assemble different types of rules for your templates: to expand or collapse a custom form by default, to assign the recipients for new project requests, or to require approval of a budget line item.
  - Template Attachments tab for adding folders and files
    Use this tab to manage attachments in your templates. You can add attachments and folders for future attachments.
  - Template Custom Links tab for accessing other websites
    Use this tab to create custom links that display on one or more tabs for the object instances that are created from this template. For example, you might want to link to an application that your organization uses to generate ID codes for collateral pieces or direct marketing offers.
  - Template Customize Alerts tab to set up event-triggered alerts
    Use this tab to specify events to trigger alert messages.
  - Icons page
    On the Icons page, you review and add icon files. These icons display in various parts of Unica Plan user interface to identify a type of template or object instance.
  - About template validation
    Validate your templates to check for errors.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  A form is a collection of attribute fields that gather information about an object.
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
  Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
  For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Setting up alerts
  Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
- About list definitions
  The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
  To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
  You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
- Setting up libraries for digital assets
  Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
  An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- About advanced topics
  This chapter provides information about advanced customization options for the Unica Plan interface.
- Unica Plan Rest API
  The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.

Building rules to show and hide forms

When you add custom forms or tabs, you can show (fully expand) or hide (collapse) the forms when users create and edit object instances. Hiding a form that has user controls to collect optional information can streamline the process of creating an instance from the template. Users can expand a hidden form when needed.

About this task

Rules determine whether forms are shown.

If you do not create a rule, the form is shown by default.
If you do create a rule, you supply conditions for the "if" part of an if-then-else statement. If the conditions are met, then the form is shown; otherwise, the form is hidden.

Procedure

Edit the template then click its Tabs tab.
Select the form on the Tabs tab then click Add Rule ().
The Rule Builder dialog opens.
You create the rule conditions (the "if" part of the statement) at the bottom of the dialog. Select a form attribute, an operator, and a resource for each condition.
For more information, see:Rule Builder dialog
Click Add to include each condition.
Use the AND and OR operators to build compound conditions. Click Add to include each one.
When the condition is complete, click Save Compound Condition to move it up into the Compound Conditions section of the dialog.
To see your rule as a complete if-then-else statement, and to verify that the logic is correct, click Preview. If you want, you can print the rule.
Click Save and finish to apply the rule.

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