Plan custom templates
Most of the work that is involved in creating custom templates is determining the fields that you want in your templates and how to organize those fields. Capturing this information on paper before you start creating attributes and forms streamlines the creation process.
Before you begin creating custom templates, decide on the types of templates that your organization needs. Then, create a storyboard or a spreadsheet that shows the custom template's tabs and each field that you want on each tab.
For example, you want a project to list the business unit that requested the project. Therefore, you record the following information about the business unit field.
Example of recording template field information
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 information section.
Field type
Drop-down list
Possible values or database table to retrieve values from
Retail banking, investment services, insurance, credit card brochure, postcard, data sheet, white paper, print ad, or a table name or column name where Marketing Operations looks up these values.
Required?
Yes
Help Tip
Enter the business unit that requested this collateral piece.
After you do this planning step for every field in a form, you can create the attributes and the form. Then, compile the tabs and forms into a custom template.
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