Template tabs reference
When you create a template, the data entered on the template tabs corresponds to different tabs when you create an instance from that template. Some tabs determine behavior in the instance, but do not correlate to specific tabs.
| Template | Instance | Notes® |
|---|---|---|
| Properties tab | Summary tab | |
| Attributes | Summary tab | On this tab, you can customize labels, add help-tips, and determine if fields are Standard, Required, or Hidden on the instance's Summary tab. You can also localize Summary tab fields on this tab. |
| Tabs | Summary tab or custom tabs | Add forms on this tab. You can add forms to the bottom of the Summary tab or add custom tabs containing forms to the instance. |
| Attachments | Attachments | This tab is not available on Invoice or Asset templates. |
| Custom Links | Summary tab or previously created custom tabs | This tab is not available on Invoice or Asset templates. |
| Customize Alerts | Not visible | This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance. |
| Budget Approval Rules | Not visible | This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance. This template tab is only applicable to Project, Program, and Invoice templates. |
| Project Roles | Not visible | This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance. This template tab is available only on Project templates. |
| Request | Not visible | This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance. This template tab is available only on Project templates. |
| Workflow | Workflow tab | This template tab is available only on Project templates. |
| Campaign | Adds Implementation button () | This template tab is available only on Campaign Projects whenHCL® Marketing Operations and HCL Campaign are integrated. |