Building and managing templates
For information on the entire process of building and managing templates, see Template-building methodology.
To create and manage templates and template components, you use the Template Configuration page. To display the page, select Settings > Operações de Marketing Settings. Then click Template Configuration.
The items and functions on the Template Configuration page are organized into two sections, Template Configuration and Templates Components. There is also an option to validate all templates.
Template Configuration section
The template configuration section of the Template Configuration page contains the Templates link, which opens a page that lists all the existing templates and template folders organized by marketing object type. You use the links on that page to create, delete, and organize templates, and to edit or export individual templates.
Validating templates
To run a utility that validates templates and forms and displays any validation errors, click Validate Templates in the template configuration section.
Templates Components section
The templates components section of the page contains the following links.
Links in the Templates Components section
Link
Description
Forms
Opens the Form Definitions page, which lists the form definitions and provides options for working with forms. The following information displays for each form definitions:
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Name of the form
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Database table name that stores the values users enter in the form fields
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List of templates that use the form
Use the links and icons on this page to create, import, enable, disable, delete, export, copy, publish, and manage forms.
For more information, see About forms.
Metrics
Opens a page with sections for Metrics Templates, Metrics, and Metrics Dimension. The name and a short description display for each listed item.
For Metrics Templates, the following additional information and options display.
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ID; used when adding a metrics template to an object template.
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List of templates that use the metrics template.
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Links to edit or delete individual metrics templates.
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An Export Properties File link to export properties files for metrics.
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An Import Metrics Template link to import an xml file for a metrics template or a properties file.
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An Add Metrics Template link to add a metrics template.
For Metrics, the following additional information and options display.
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ID; used when adding a metric to a metrics template.
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List of projects that use the metric.
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Links to edit or delete individual metrics.
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An Add Metrics link to add a metric.
For Metrics Dimension, the following additional information and options display.
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Type (Actual, Target, Other) of each metrics dimension.
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Links to edit or delete individual metrics dimensions.
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An Add Metrics Dimension link to add a metrics dimension.
Use the Legacy Metrics Specification Files link to retrieve legacy metrics specification files if they were uploaded before your upgrade to IBM® Operações de Marketing version 8.5.0. From Operações de Marketing 8.5.0 onwards, users cannot add any further files.
For more information, see About metrics.
Workflow
Opens a list of separately saved workflow templates and displays the following information.
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Name
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The number of stages and tasks in the workflow template
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When it was first created and last modified
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Whether it is enabled or disabled
You create workflow templates by saving the work done on the Workflow tab of a project template or instance. You can use the links on this list page to delete, enable/disable, import, or export a workflow template.
For more information, see Workflow Templates page.
Data Mapping
Opens a list of data maps and displays the following information.
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Data mapping file names
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Type: Campaign Metrics Import (if you have data maps from previous versions, you may see other values)
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List of templates that use the mapping.
*
You can use the links on this page to add and delete data mapping files.
For more information, see Data Mapping Definitions page.
Icons
Opens a list of icons and displays the following information.
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Icon images; large and small
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Icon name
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List of templates that use the icon
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Delete link for deleting the icon (does not delete the file from its location on disk)
Click the Add Icon link to add an icon.
For more information, see Icons page.
Rules
Opens the Rules Definitions page. You can use the Add Rules Definition link to add rules.
For more information, see About data validation rules.
Shared Attributes
Opens a list of the shared attributes in the system, organized by attribute category, and displays the following information.
*
Display name
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Type of attribute
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List of templates that use the attributes
For more information, see About attributes.
You can also transfer templates from one computer system to another using the export and import features. For more information, see Exporting and importing metadata.
To add or edit a template
Effects of template changes
Template Properties tab
Template Tabs tab
Template Attachments tab
Template Custom Links tab
Template Customize Alerts tab
Budget Approval Rules tab
Project template Project Roles tab
Project template Request tab
Project template Workflow tab
Project template Campaign tab
Working with template components
About template validation
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