Sample Summary tab
When you build a template, you specify information for users to enter on the Properties tab. When users create an instance from the template, the information entered on the Properties tab becomes the Summary tab in the marketing object.
The following image is of the Summary tab for a project created from the Database Marketing Campaign sample template.
Note the following:
The fields in the top portion of the tab (the Database Marketing Campaign section) are standard attributes. When creating the object, users enter this information on the template's Properties tab.
For most of these attributes, you can change the label and determine whether the field is Standard, Required, or Hidden. You cannot remove the project name or project code. For more information about customizing standard attributes, see
Attributes tab
.
The fields in the bottom portion of the tab (the Campaign Info section) are custom fields. You create custom fields by adding attributes to a form, which groups related fields together.
The custom fields allow you to capture the information needed for the project. You can later use the values entered in these fields for reporting and analysis purposes. Some examples of custom fields are:
A text box where the user enters free text.
A drop-down list or multi-select list box, where the user selects a value or multiple values from a list. You can specify a static list that the user selects from or you can specify a database table from which the list retrieves values.
A radio button, where the user selects exactly one option from several predefined options.
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