Templates allow you to define certain fields in an object record to be automatically prepopulated with specified values in each new record created through any wizards or rules to which the template is linked.

Prepopulated fields may include record names, descriptions, amounts, dates, default categories, and so on. For example, every time a user creates a task based on a 30-Day Review Task template, you may want the following fields to be automatically populated with specified values such as:

•Subject

•Due on

•Priority

•Default Category

To accomplish this kind of action using a template, define the following default values to be populated in each record:

The following image illustrates the values in the Sample Template Values table.

You may define fields on the Records tab of the template screen in the object definition. For instructions on this operation, see Adding Fields to Templates.

For details on attributes, field value types, and paths, see Field Value Types. For details on operators, see the Operator Options for Different Attribute Types table.

Points To Remember

Keep the following points in mind when adding fields to templates:

•There are certain fields, such as Default Category or Main Assignee, that you populate only if the corresponding category or assignee is added to the record. This means that in your template, you have to define the corresponding sub-objects first (in this case, a category and an assignee), before setting the corresponding default fields. See Adding Sub-objects to Templates.

•When defining fields for custom objects, keep in mind that the name and number attributes may or may not be available for selection, depending on the properties defined in the object definition, under the following conditions:

oIf the project name or number are set to be manually entered by the user in the Name and Unique ID tabs of the corresponding object definition, the corresponding attributes are available in templates.

oIf the project name or number are set to be automatically generated based on the selected pattern in the Name and Unique ID tabs of the corresponding object definition, the corresponding attributes are not available in templates.

•Depending on your wizard or rule design, all values assigned to the fields of the main record and any of its sub-objects and related objects may be overwritten by your specified wizard or rule actions.