Template Tabs tab
Use this tab to add forms to the Summary tab and create custom tabs. For example, you could create a custom tab called Printing, where you want users to specify information about the outside vendor that they plan to use to get the collateral printed. In this tab, you could add a drop-down list that allows users to select a printing company from a list of several vendors. You could also add a text box that allows users to enter the quoted price of each page of the collateral.
When you configure security policies for your organization, you can configure custom security permissions for these tabs.
Internal Name
For each tab, the Internal Name displays. If IBM® Operações de Marketing-Campaign integration is enabled, this string identifies the form when mapping attributes to IBM® Campaign .
Tab Page Style
Select summary to add additional forms to the bottom of the Summary tab. Typically, you select this option for forms containing a relatively small amount of data that you want users to see on the Summary tab when they first open the object.
Click tab to specify that the tab’s contents should appear on a separate tab. Use this option for forms, or groups of forms, that require their own page, as in the Printing tab example.
Tab Visibility
Click Show in Wizard to make the tab visible in the new object wizard in IBM® Operações de Marketing. If you leave this unchecked, the tab does not display when you create an object using the wizard, but appears once you save the object.This option is available for project/request and program templates.
Click Show in Request to make the tab visible for project requests. If you leave this unchecked, the tab does not display when you create a new request using the wizard nor does it display once you save the request. It will still appear in the project. This option is only available for project templates.
Rule-based showing and hiding
When adding forms or custom tabs, you can choose whether to show them as expanded or collapsed by default. Showing the form as collapsed on the template can save time if users do not need to see or enter that information. The user can always expand the form if he or she needs to work with it.
By default, all forms are shown. If desired, you can build rules specifying when to show the forms. For a form with a specified rule, the form will be expended only when the rule is satisfied, otherwise it will be collapsed.
For more information, see To build rules for showing and hiding forms.
To add a tab to a template
To move a tab or form on a template
To delete a form or custom tab from a template
To build rules for showing and hiding forms