The General tab in the Templates screen displays the template's name, its unique key, the name of the object for which it is defined, and the document folder associated with records created by the template.
You may access this tab by following the instructions in Using Template Features.
General Tab on Template Screens
The following table explains the contents of the General tab on the Template screen:
Field
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Description
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Name
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Enter a name that uniquely identifies the template.
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Unique Key
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Enter an alphanumeric combination to uniquely identify the template within the object definition.
Note: Templates belonging to different object definitions may have the same key.
The unique key must be 50 or fewer characters in length and may not contain spaces, underscores, commas, punctuation marks, or any special characters.
After you save the template, the unique code appears as read-only text and you may not change it.
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Default Document Folder
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Select a template folder to have its contents automatically added to the Documents tab of each record that is created based on the template.
If you do not create any template folders, this field displays (No Item Selected) in read-only text. For more information about adding folders to records, see Defining Document Folders for Templates.
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