About template components

Template components
Component	Description
Forms	An organized group of elements for collecting data. In marketing object templates, each tab contains one or more forms. You can use a form across marketing object templates; for example, in both project and program templates. To create a form, you create the attributes that collect data and combine them into a form definition: on the Template Configuration page click Forms. For more information, see About forms.
Shared Attributes	Data elements that collect data values. Each attribute has a specific format for collecting data, such as Yes or No, Single-Select from a predefined list or from a database lookup table. For more information, see Attribute types. After you define shared attributes, you can import them into different forms. To create an attribute, on the Template Configuration page click Shared Attributes. For more information, see About attributes.
Rules	A set of verification functions that can be applied to a form automatically to assure that entered data is valid. You use an XML editor to create a rules file, then add it to Operações de Marketing by clicking Rules on the Template Configuration page. For more information, see Grid validation.
Metrics	User-entered or computed numeric values that track and measure performance or financial data. Metrics are assigned to metrics templates, which you can associate with a plan, program, or project template. If you associate a metrics template with an object template, instances of that object include the Tracking tab. To create and edit metrics and metrics templates, on the Template Configuration page click Metrics. For more information, see About metrics.
Workflow	Stages, tasks, milestones, personnel, dependencies, and other data that organize and schedule the work needed to complete a project. Workflow is used in project templates only. To create or edit a workflow template, you define a workflow on the Workflow tab of a project template or in any project instance. You can then save that work as a separate workflow template. A workflow template can then be imported into the Workflow tab of any project template or project instance to replace any previously supplied values. To disable, enable, or delete workflow templates, or to export them to or import them from another Operações de Marketing instance, on the Template Configuration page click Workflow. For more information, see Project template Workflow tab.
Data Mapping	If IBM® Campaign and Operações de Marketing integration is enabled, a data mapping file establishes how the metrics for tracking and roll-up established in each system correspond. You use an XML editor to create a data mapping file, then add it to Operações de Marketing by clicking Data Mapping on the Template Configuration page. For more information, see Data Mapping Definitions page.
Icons	Images that represent marketing objects in the user interface. You use image editing software to create icon images, then add them to Operações de Marketing by clickingIcons on the Template Configuration page. For more information, see Icons page.

An organized group of elements for collecting data. In marketing object templates, each tab contains one or more forms. You can use a form across marketing object templates; for example, in both project and program templates.

To create a form, you create the attributes that collect data and combine them into a form definition: on the Template Configuration page click Forms. For more information, see About forms.

Shared Attributes

Data elements that collect data values. Each attribute has a specific format for collecting data, such as Yes or No, Single-Select from a predefined list or from a database lookup table. For more information, see Attribute types. After you define shared attributes, you can import them into different forms.

To create an attribute, on the Template Configuration page click Shared Attributes. For more information, see About attributes.

Rules

A set of verification functions that can be applied to a form automatically to assure that entered data is valid.

You use an XML editor to create a rules file, then add it to Operações de Marketing by clicking Rules on the Template Configuration page. For more information, see Grid validation.

Metrics

User-entered or computed numeric values that track and measure performance or financial data. Metrics are assigned to metrics templates, which you can associate with a plan, program, or project template. If you associate a metrics template with an object template, instances of that object include the Tracking tab.

To create and edit metrics and metrics templates, on the Template Configuration page click Metrics. For more information, see About metrics.

Workflow

Stages, tasks, milestones, personnel, dependencies, and other data that organize and schedule the work needed to complete a project. Workflow is used in project templates only.

To create or edit a workflow template, you define a workflow on the Workflow tab of a project template or in any project instance. You can then save that work as a separate workflow template. A workflow template can then be imported into the Workflow tab of any project template or project instance to replace any previously supplied values.

To disable, enable, or delete workflow templates, or to export them to or import them from another Operações de Marketing instance, on the Template Configuration page click Workflow. For more information, see Project template Workflow tab.

Data Mapping

If IBM® Campaign and Operações de Marketing integration is enabled, a data mapping file establishes how the metrics for tracking and roll-up established in each system correspond.

You use an XML editor to create a data mapping file, then add it to Operações de Marketing by clicking Data Mapping on the Template Configuration page. For more information, see Data Mapping Definitions page.

Icons

Images that represent marketing objects in the user interface. You use image editing software to create icon images, then add them to Operações de Marketing by clickingIcons on the Template Configuration page. For more information, see Icons page.