Templates define what information is automatically filled in for each type of record and which sub-object or related records are automatically created. You may use templates with wizards, pre-population rules, and custom action rules.

All of these elements support the following functionality:

•Creating a new record and populating its fields

•Creating related and sub-object records for the current object and populating their fields

•Populating assignees and attendees and specifying the main assignee by role

•Specifying the default category with a static value

•Populating categories

•Specifying a phase for custom objects

Pre-population and custom action rules support the following additional template functionality:

•Populating fields of existing records

•Performing phase changes

For information about using templates with rules, see Using Rules. For information about using templates with wizards, see Whether to Use Templates.