Template Properties tab for defining the template

For all objects, the template Properties tab contains properties for you to set, such as name, description, and security policies.

The properties that you set on this tab display on the Summary tab when you create a plan, program, or project. More properties display on this tab for project templates.

Table 1. Properties for all templates
Property Description
Name The display name for the template, which displays on the Templates list page.
Description Short description of the template. Displays on the template selection page when users add a marketing object instanceList, On-demand Campaign, or Corporate Campaign.
Icon 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.
Security Policies

List of security policies that determine which users have access to the template.

Note: Different fields display for project templates.
Template ID

Internal identifier for the template. Use lowercase alphanumeric values only. Do not include accented or non-roman characters or spaces.

Note:
  • For plan and invoice templates, this field is display-only. There is only one template for plans and one for invoices; their IDs cannot be changed.
  • Template IDs must be unique across Distributed Marketing.object type. For example, you cannot have two project templates, both having an identical ID, such as tradeshow. If you have two trade show project templates, use a different ID for each one, such as tradeshow01 and tradeshow02.

    Additionally, after you use a template ID, you cannot use it again, even if you delete it.

  • You can edit this field only until a user creates the first object instance that is based on this template.
Default Name

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.

You can leave this field blank.
ID Prefix

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.Each List, On-demand Campaign, and Corporate Campaign has an external ID assigned to it. For example, you enter an ID Prefix of TRS for the Tradeshow On-demand Campaign template. The first tradeshow On-demand Campaign that you create would then have an ID of TRS1001.

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.
ID Generation Class

Java™ class to specify a numbering algorithm for objects. By default, Marketing OperationsDistributed Marketing assigns a sequential number to each object (plan, program, or project).

However, you can configure Marketing OperationsDistributed Marketing 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.
Metrics For processes (projects, programs, and plans), the metrics template that is used for the object. You can select any metrics template available from the list.

To export metadata for an individual template, click Export Template at the top of this tab. See Exporting a single template.

In addition to the properties that apply to all templates, templates for projects contain the following properties.

Table 2. Properties for project templates
Property Description
Security Policy Use Model 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.
View Security Policies Specifies the security policy that determines which users can select this template when they create a project or request.
Use Security Policy Specifies the security policy that determines which users can access the projects or requests after they are created.
Project Health Status Rule Selects a rule for calculating project health. For more information about rules, see Implementing project health rules.
Export Tab

Select the project tab to export when you export the Calendar. You can choose the Summary tab or any custom tab.

When users export a Calendar, a link to the specified tab and the data for the tab are included with the exported calendar data. Users can click the link to view the data that is exported for the project.
Enable Automatic Addition of Delegate to the People tab

When a user is out of the office, a delegate can be specified to cover tasks, approvals, and requests. Used to override the system-wide setting at the project template level.

  • If set to yes, the system automatically adds the delegate as a project team member (if necessary) when a task, approval, or request is assigned to the delegate.
  • If set to no, users can select only a delegate who is a team member for all of the same projects.

For information about the system-wide setting, see Administrative Settings page. For information about the out-of-office feature, see the HCL® Marketing Operations User's Guide.