Planning your custom templates

Most of the work involved in creating custom templates involves determining the fields you want in your templates and how you want to organize those fields. You should attempt to capture this information on paper before you start creating attributes and forms; this streamlines the creation process.

Before you begin creating custom templates, decide on the types of templates that your organization needs and create a storyboard or a spreadsheet that shows the tabs that you want the object to have and each field that you want to appear in each tab.

For example, if you know you want a project to list the business unit that requested the project, you record the following information about the business unit field.

Attribute information	Value
Shared or Local	Shared
Attribute Category	Form
Attribute Type	Single-Select
Internal Name	BusinessUnit
Display Name	Business Unit
Tab/grouping	In the Summary tab under the Collateral Request Info section.
Field type	Drop-down list
Possible values or database table to retrieve values from	Retail Banking, Investment Services, Insurance, Credit Card Brochure, Postcard, DataSheet, Intro Folder, White Paper, Print Ad, or a table name or column name where Unica Marketing Operations should look up these values.
Required?	Yes
Help Tip	Enter the business unit requesting this collateral piece

Once you do this for every field in a form, you can create the attributes and the form.