The display name for the template, which displays on the Templates list page.
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Short description of the template. Displays on the template selection page when users add a marketing object instance.
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Large and small icon images for the template. The large icon displays when users create an instance that is based on this template. The small icon displays next to the template name in the Templates list page. Click Change Icon to import different image files.
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The default name to give to an object instance (such as a program, asset, or marketing object) created from this template. For auto-created marketing objects, this name is part of the unique name that is generated when the system auto-creates the marketing object.
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Prefix for the external ID of the object. Each plan, program, project, or marketing object in Marketing Operations has an external ID assigned to it. For example, the ID for the first project might be 1001.
You can set the ID prefix by template, to easily determine the template on which an object is based. For example, you choose an ID Prefix of TRS for the Tradeshow project template. The first tradeshow project that you create would then have an ID of TRS1001.
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Java™ class to specify a numbering algorithm for objects. By default, Marketing Operations assigns a sequential number to each object (plan, program, or project).
However, you can configure Marketing Operations to use an algorithm that you define to set the external ID. If you choose this configuration option, the ID Generation Class specifies the Java™ class that is used to generate the code. You must edit this attribute only if you want to generate IDs according to an algorithm other than the default.
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Specifies how a "use" security policy is determined when a project request becomes a project. When the value of this field is User Security Policy, the Use Security Policy field on this tab is disabled. The person who creates a project or request from this template specifies the "use" security policy when the item is created. When the value of this field is Template Security Policy, the Use Security Policy field on this tab is enabled and the template developer selects the "use" policy.
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For information about the system-wide setting, see Administrative Settings page. For information about the out of office feature, see the IBM® Marketing Operations User's Guide.
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Copyright IBM Corporation 2014. All Rights Reserved.
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