The process of defining template fields, sub-objects, and related objects essentially consists of assigning certain default values to their respective attributes. These attributes usually represent the actual fields in the end-user interface. The values you specify in your template automatically appear in the corresponding fields in the user interface when the user creates a new record based on your template.
Templates use three basic types of field values: Literal (or "static"), Attribute, and Formula, which may be a combination of Literal, Attribute, and operator values. For more information on field values, see Field Value Types. For the explanation of different operators, see the Operator Options for Different Attribute Types table.
1.Make a list of all fields that you want to be automatically prepopulated with the help of the template you are creating. 2.Decide which default values to assign to each field. 3.Make sure no field definitions in the template conflict with the settings in the selected object definition, for example, Names for custom objects. For more details, see Points To Remember.
4.Decide which fields also require that their corresponding sub-objects must be defined and prepopulated first, for example, Categories or Assignees. 5.Open the Records tab of the appropriate template. 6.Depending on the value type you want to assign to each field, proceed to the following instructions: oDefining Fields with Literal Values oDefining Fields with Attribute Values oDefining Fields with Formula Values |
